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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 | $56,610 | $106,280-46.7% | $96,538-41.4% | $139,487-59.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 19.05% | 38.48%-19.4pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $928 | $4,107-77.4% | $3,740-75.2% | $4,755-80.5% |
| Participant deferral / active EE | $2,226 | $5,457-59.2% | $4,880-54.4% | $6,713-66.8% |
| Admin fee / account holder | $1,477 | $7,888-81.3% | $6,737-78.1% | $11,407-87.1% |