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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 | $48,983 | $93,345-47.5% | $119,126-58.9% | $87,485-44.0% |
| Participation rate | 34.3% | 68.7%-34.5pp | 75.8%-41.5pp | 68.9%-34.6pp |
| Annual return | 19.06% | 19.08%0pp | 282.11%-263.0pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,127 | $3,172-64.5% | $4,034-72.1% | $2,596-56.6% |
| Participant deferral / active EE | $3,123 | $4,099-23.8% | $5,318-41.3% | $4,274-26.9% |
| Admin fee / account holder | $6,390 | $8,039-20.5% | $10,693-40.2% | $7,775-17.8% |