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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 | $41,398 | $100,805-58.9% | $86,698-52.3% | $134,532-69.2% |
| Participation rate | 45.0% | 79.0%-34.0pp | 76.6%-31.6pp | 81.2%-36.2pp |
| Annual return | 1.09% | 29.09%-28.0pp | 35.95%-34.9pp | 418.27%-417.2pp |
| Employer contribution / active EE | $2,245 | $3,490-35.7% | $2,837-20.9% | $4,741-52.7% |
| Participant deferral / active EE | $4,515 | $5,339-15.4% | $4,656-3.0% | $6,401-29.5% |
| Admin fee / account holder | $3,897 | $10,925-64.3% | $7,493-48.0% | $11,429-65.9% |