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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 | $83,011 | $110,410-24.8% | $102,437-19.0% | $145,897-43.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 9.41% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,876 | $4,217-55.5% | $3,871-51.5% | $4,663-59.8% |
| Participant deferral / active EE | $2,043 | $5,622-63.7% | $5,060-59.6% | $6,689-69.5% |
| Admin fee / account holder | $2,564 | $9,745-73.7% | $8,388-69.4% | $13,390-80.9% |