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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 | $69,210 | $110,410-37.3% | $102,437-32.4% | $145,897-52.6% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 14.26% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,228 | $4,217-70.9% | $3,871-68.3% | $4,663-73.7% |
| Participant deferral / active EE | $4,010 | $5,622-28.7% | $5,060-20.8% | $6,689-40.1% |
| Admin fee / account holder | $1,794 | $9,745-81.6% | $8,388-78.6% | $13,390-86.6% |