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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 | $44,297 | $110,379-59.9% | $102,412-56.7% | $145,884-69.6% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 12.78% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,763 | $4,216-58.2% | $3,870-54.4% | $4,662-62.2% |
| Participant deferral / active EE | $2,814 | $5,622-49.9% | $5,060-44.4% | $6,690-57.9% |
| Admin fee / account holder | $2,516 | $9,745-74.2% | $8,388-70.0% | $13,392-81.2% |