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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 | $52,955 | $110,410-52.0% | $102,437-48.3% | $145,897-63.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.64% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,706 | $4,217-35.8% | $3,871-30.1% | $4,663-42.0% |
| Participant deferral / active EE | $7,619 | $5,622+35.5% | $5,060+50.6% | $6,689+13.9% |
| Admin fee / account holder | $1,863 | $9,745-80.9% | $8,388-77.8% | $13,390-86.1% |