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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 | $61,539 | $106,247-42.1% | $96,515-36.2% | $139,466-55.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.45% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,516 | $4,106-63.1% | $3,740-59.5% | $4,754-68.1% |
| Participant deferral / active EE | $4,817 | $5,456-11.7% | $4,880-1.3% | $6,712-28.2% |
| Admin fee / account holder | $1,045 | $7,885-86.7% | $6,735-84.5% | $11,409-90.8% |