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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 | $106,247-56.9% | $96,515-52.5% | $139,466-67.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 17.74% | 38.47%-20.7pp | 35.73%-18.0pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,337 | $4,106-67.4% | $3,740-64.3% | $4,754-71.9% |
| Participant deferral / active EE | $3,136 | $5,456-42.5% | $4,880-35.7% | $6,712-53.3% |
| Admin fee / account holder | $662 | $7,885-91.6% | $6,735-90.2% | $11,409-94.2% |