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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 | $50,633 | $101,618-50.2% | $93,063-45.6% | $137,256-63.1% |
| Participation rate | 46.7% | 74.9%-28.3pp | 72.1%-25.4pp | 80.0%-33.3pp |
| Annual return | 18.05% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,343 | $2,707-50.4% | $2,476-45.8% | $4,156-67.7% |
| Participant deferral / active EE | $2,149 | $4,279-49.8% | $3,958-45.7% | $6,407-66.5% |
| Admin fee / account holder | $370 | $6,198-94.0% | $6,033-93.9% | $12,270-97.0% |