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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 | $62,299 | $110,337-43.5% | $102,383-39.2% | $145,877-57.3% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 14.19% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,153 | $4,216-72.6% | $3,870-70.2% | $4,663-75.3% |
| Participant deferral / active EE | $3,374 | $5,621-40.0% | $5,060-33.3% | $6,691-49.6% |
| Admin fee / account holder | $759 | $9,750-92.2% | $8,391-91.0% | $13,402-94.3% |