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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 | $47,159 | $93,346-49.5% | $71,796-34.3% | $273,972-82.8% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.1%-16.7pp | 83.0%-30.6pp |
| Annual return | 8.94% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,130 | $2,733-58.7% | $1,924-41.3% | $4,869-76.8% |
| Participant deferral / active EE | $2,245 | $3,475-35.4% | $2,794-19.7% | $5,287-57.5% |
| Admin fee / account holder | $2,383 | $6,571-63.7% | $4,815-50.5% | $10,133-76.5% |