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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 | $57,371 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-79.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 68.4%-18.4pp | 83.0%-33.0pp |
| Annual return | 20.11% | 2.55%+17.6pp | 5.24%+14.9pp | 41.46%-21.3pp |
| Employer contribution / active EE | $3,148 | $2,350+33.9% | $1,844+70.7% | $4,869-35.4% |
| Participant deferral / active EE | $1,399 | $2,962-52.8% | $2,591-46.0% | $5,287-73.5% |
| Admin fee / account holder | $5,240 | $3,725+40.7% | $2,903+80.5% | $10,133-48.3% |