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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 | $46,742 | $110,379-57.7% | $102,412-54.4% | $145,884-68.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 9.37% | 24.84%-15.5pp | 24.94%-15.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,396 | $4,216-66.9% | $3,870-63.9% | $4,662-70.1% |
| Participant deferral / active EE | $3,676 | $5,622-34.6% | $5,060-27.4% | $6,690-45.1% |
| Admin fee / account holder | $657 | $9,745-93.3% | $8,388-92.2% | $13,392-95.1% |