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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 | $50,181 | $110,379-54.5% | $102,412-51.0% | $145,884-65.6% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 17.38% | 24.84%-7.5pp | 24.94%-7.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,268 | $4,216-69.9% | $3,870-67.2% | $4,662-72.8% |
| Participant deferral / active EE | $3,626 | $5,622-35.5% | $5,060-28.3% | $6,690-45.8% |
| Admin fee / account holder | $346 | $9,745-96.5% | $8,388-95.9% | $13,392-97.4% |