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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 | $51,601 | $117,904-56.2% | $102,457-49.6% | $145,978-64.7% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 11.35% | 31.80%-20.4pp | 29.41%-18.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $1,208 | $3,613-66.6% | $3,022-60.0% | $4,662-74.1% |
| Participant deferral / active EE | $2,636 | $5,733-54.0% | $5,054-47.8% | $6,690-60.6% |
| Admin fee / account holder | $5,017 | $13,329-62.4% | $9,451-46.9% | $13,400-62.6% |