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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 | $53,297 | $165,939-67.9% | $122,354-56.4% | $147,586-63.9% |
| Participation rate | 55.6% | 79.6%-24.0pp | 71.6%-16.1pp | 82.8%-27.3pp |
| Annual return | 13.84% | 34.56%-20.7pp | 30.28%-16.4pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,097 | $5,754-80.9% | $4,051-72.9% | $4,876-77.5% |
| Participant deferral / active EE | $5,886 | $4,005+47.0% | $3,287+79.1% | $5,439+8.2% |
| Admin fee / account holder | $498 | $7,425-93.3% | $5,479-90.9% | $10,886-95.4% |