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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 | $39,280 | $111,814-64.9% | $103,378-62.0% | $145,978-73.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.97% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,203 | $4,215-71.4% | $3,870-68.9% | $4,662-74.2% |
| Participant deferral / active EE | $2,681 | $5,618-52.3% | $5,058-47.0% | $6,690-59.9% |
| Admin fee / account holder | $4,390 | $9,764-55.0% | $8,401-47.7% | $13,400-67.2% |