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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 | $58,176 | $136,860-57.5% | $120,344-51.7% | $154,746-62.4% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 16.17% | 21.38%-5.2pp | 20.30%-4.1pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,347 | $3,533-61.9% | $3,020-55.4% | $4,379-69.2% |
| Participant deferral / active EE | $2,694 | $5,793-53.5% | $5,135-47.5% | $6,730-60.0% |
| Admin fee / account holder | $14,217 | $15,393-7.6% | $12,742+11.6% | $14,365-1.0% |