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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 | $55,767 | $101,618-45.1% | $93,063-40.1% | $137,256-59.4% |
| Participation rate | 52.9% | 74.9%-22.0pp | 72.1%-19.2pp | 80.0%-27.0pp |
| Annual return | 17.99% | 223.95%-206.0pp | 34.15%-16.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,019 | $2,707-62.3% | $2,476-58.8% | $4,156-75.5% |
| Participant deferral / active EE | $3,661 | $4,279-14.4% | $3,958-7.5% | $6,407-42.9% |
| Admin fee / account holder | $12,983 | $6,198+109.4% | $6,033+115.2% | $12,270+5.8% |