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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 | $54,111 | $54,1170% | $135,768-60.1% | $65,306-17.1% |
| Participation rate | 22.3% | 48.7%-26.4pp | 71.1%-48.8pp | 57.7%-35.4pp |
| Annual return | 13.04% | 21.76%-8.7pp | 526.10%-513.1pp | 21.94%-8.9pp |
| Employer contribution / active EE | $640 | $1,029-37.9% | $3,394-81.2% | $1,967-67.5% |
| Participant deferral / active EE | $1,368 | $2,395-42.9% | $3,977-65.6% | $2,959-53.8% |
| Admin fee / account holder | $6,812 | $4,541+50.0% | $7,048-3.4% | $3,480+95.7% |