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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,808 | $110,379-69.4% | $102,412-67.0% | $145,884-76.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.97% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,204 | $4,216-71.4% | $3,870-68.9% | $4,662-74.2% |
| Participant deferral / active EE | $5,973 | $5,622+6.2% | $5,060+18.0% | $6,690-10.7% |
| Admin fee / account holder | $398 | $9,745-95.9% | $8,388-95.3% | $13,392-97.0% |