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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 | $60,977 | $176,838-65.5% | $146,685-58.4% | $167,518-63.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 9.19% | 24.04%-14.8pp | 22.75%-13.6pp | 478.71%-469.5pp |
| Employer contribution / active EE | $1,462 | $5,161-71.7% | $4,137-64.7% | $4,838-69.8% |
| Participant deferral / active EE | $3,235 | $6,441-49.8% | $5,507-41.3% | $6,342-49.0% |
| Admin fee / account holder | $650 | $13,262-95.1% | $10,281-93.7% | $12,312-94.7% |