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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 | $211,105-77.3% | $178,449-73.1% | $145,978-67.1% |
| Participation rate | 35.7% | 80.8%-45.1pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 14.80% | 30.19%-15.4pp | 27.09%-12.3pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,510 | $4,569-66.9% | $3,951-61.8% | $4,662-67.6% |
| Participant deferral / active EE | $4,460 | $6,959-35.9% | $6,277-28.9% | $6,690-33.3% |
| Admin fee / account holder | $7,574 | $12,017-37.0% | $10,362-26.9% | $13,400-43.5% |