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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 | $67,156 | $110,337-39.1% | $102,383-34.4% | $145,877-54.0% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 16.40% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,512 | $4,216-64.1% | $3,870-60.9% | $4,663-67.6% |
| Participant deferral / active EE | $3,251 | $5,621-42.2% | $5,060-35.7% | $6,691-51.4% |
| Admin fee / account holder | $5,303 | $9,750-45.6% | $8,391-36.8% | $13,402-60.4% |