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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 | $57,392 | $111,814-48.7% | $103,378-44.5% | $145,978-60.7% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 12.17% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,298 | $4,215-69.2% | $3,870-66.5% | $4,662-72.1% |
| Participant deferral / active EE | $4,137 | $5,618-26.4% | $5,058-18.2% | $6,690-38.2% |
| Admin fee / account holder | $442 | $9,764-95.5% | $8,401-94.7% | $13,400-96.7% |