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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 | $53,945 | $93,346-42.2% | $71,796-24.9% | $273,972-80.3% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 7.40% | 130.39%-123.0pp | 78.04%-70.6pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,146 | $2,733-58.1% | $1,924-40.5% | $4,869-76.5% |
| Participant deferral / active EE | $2,023 | $3,475-41.8% | $2,794-27.6% | $5,287-61.7% |
| Admin fee / account holder | $469 | $6,571-92.9% | $4,815-90.3% | $10,133-95.4% |