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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 | $47,543 | $110,337-56.9% | $102,383-53.6% | $145,877-67.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.68% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,159 | $4,216-72.5% | $3,870-70.0% | $4,663-75.1% |
| Participant deferral / active EE | $4,003 | $5,621-28.8% | $5,060-20.9% | $6,691-40.2% |
| Admin fee / account holder | $9,996 | $9,750+2.5% | $8,391+19.1% | $13,402-25.4% |