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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 | $53,876 | $149,741-64.0% | $118,914-54.7% | $158,982-66.1% |
| Participation rate | 47.1% | 82.1%-35.1pp | 75.4%-28.3pp | 82.0%-34.9pp |
| Annual return | 16.32% | 19.94%-3.6pp | 35.89%-19.6pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,557 | $4,119-62.2% | $3,264-52.3% | $4,763-67.3% |
| Participant deferral / active EE | $2,723 | $5,226-47.9% | $4,266-36.2% | $5,983-54.5% |
| Admin fee / account holder | $2,730 | $8,607-68.3% | $6,582-58.5% | $11,252-75.7% |