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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 | $51,580 | $111,814-53.9% | $103,374-50.1% | $145,959-64.7% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 9.36% | 24.77%-15.4pp | 24.89%-15.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,414 | $4,214-66.4% | $3,869-63.5% | $4,661-69.7% |
| Participant deferral / active EE | $2,088 | $5,618-62.8% | $5,058-58.7% | $6,689-68.8% |
| Admin fee / account holder | $4,409 | $9,754-54.8% | $8,394-47.5% | $13,398-67.1% |