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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 | $47,984 | $211,239-77.3% | $178,528-73.1% | $145,877-67.1% |
| Participation rate | 35.7% | 80.8%-45.1pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 14.80% | 30.22%-15.4pp | 27.11%-12.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,510 | $4,570-67.0% | $3,950-61.8% | $4,663-67.6% |
| Participant deferral / active EE | $4,460 | $6,963-35.9% | $6,278-29.0% | $6,691-33.3% |
| Admin fee / account holder | $7,574 | $12,095-37.4% | $10,419-27.3% | $13,402-43.5% |