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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 | $47,031 | $110,337-57.4% | $102,383-54.1% | $145,877-67.8% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 13.83% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $3,237 | $4,216-23.2% | $3,870-16.4% | $4,663-30.6% |
| Participant deferral / active EE | $4,703 | $5,621-16.3% | $5,060-7.0% | $6,691-29.7% |
| Admin fee / account holder | $2,203 | $9,750-77.4% | $8,391-73.8% | $13,402-83.6% |