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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 | $45,798 | $106,267-56.9% | $96,520-52.6% | $139,456-67.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 17.74% | 38.45%-20.7pp | 35.72%-18.0pp | 373.45%-355.7pp |
| Employer contribution / active EE | $1,337 | $4,105-67.4% | $3,739-64.2% | $4,753-71.9% |
| Participant deferral / active EE | $3,136 | $5,454-42.5% | $4,879-35.7% | $6,711-53.3% |
| Admin fee / account holder | $662 | $7,882-91.6% | $6,733-90.2% | $11,407-94.2% |