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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 | $46,896 | $110,379-57.5% | $102,412-54.2% | $145,884-67.9% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 12.35% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,720 | $4,216-59.2% | $3,870-55.5% | $4,662-63.1% |
| Participant deferral / active EE | $4,033 | $5,622-28.3% | $5,060-20.3% | $6,690-39.7% |
| Admin fee / account holder | $7,845 | $9,745-19.5% | $8,388-6.5% | $13,392-41.4% |