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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 | $48,987 | $110,379-55.6% | $102,412-52.2% | $145,884-66.4% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 14.84% | 24.84%-10.0pp | 24.94%-10.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,594 | $4,216-62.2% | $3,870-58.8% | $4,662-65.8% |
| Participant deferral / active EE | $3,409 | $5,622-39.4% | $5,060-32.6% | $6,690-49.0% |
| Admin fee / account holder | $1,902 | $9,745-80.5% | $8,388-77.3% | $13,392-85.8% |