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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 | $63,351 | $106,247-40.4% | $96,515-34.4% | $139,466-54.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 14.30% | 38.47%-24.2pp | 35.73%-21.4pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,201 | $4,106-70.7% | $3,740-67.9% | $4,754-74.7% |
| Participant deferral / active EE | $2,859 | $5,456-47.6% | $4,880-41.4% | $6,712-57.4% |
| Admin fee / account holder | $957 | $7,885-87.9% | $6,735-85.8% | $11,409-91.6% |