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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 | $49,547 | $110,337-55.1% | $102,383-51.6% | $145,877-66.0% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 9.47% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,771 | $4,216-58.0% | $3,870-54.2% | $4,663-62.0% |
| Participant deferral / active EE | $2,680 | $5,621-52.3% | $5,060-47.0% | $6,691-59.9% |
| Admin fee / account holder | $432 | $9,750-95.6% | $8,391-94.9% | $13,402-96.8% |