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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 | $55,770 | $110,410-49.5% | $102,437-45.6% | $145,897-61.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 11.81% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,697 | $4,217-59.8% | $3,871-56.2% | $4,663-63.6% |
| Participant deferral / active EE | $4,369 | $5,622-22.3% | $5,060-13.7% | $6,689-34.7% |
| Admin fee / account holder | $2,035 | $9,745-79.1% | $8,388-75.7% | $13,390-84.8% |