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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 | $50,171 | $110,379-54.5% | $102,412-51.0% | $145,884-65.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.60% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,357 | $4,216-67.8% | $3,870-64.9% | $4,662-70.9% |
| Participant deferral / active EE | $3,415 | $5,622-39.3% | $5,060-32.5% | $6,690-49.0% |
| Admin fee / account holder | $488 | $9,745-95.0% | $8,388-94.2% | $13,392-96.4% |