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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 | $44,166 | $101,618-56.5% | $93,063-52.5% | $137,256-67.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 18.43% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,225 | $2,707-54.7% | $2,476-50.5% | $4,156-70.5% |
| Participant deferral / active EE | $2,353 | $4,279-45.0% | $3,958-40.5% | $6,407-63.3% |
| Admin fee / account holder | $1,300 | $6,198-79.0% | $6,033-78.4% | $12,270-89.4% |