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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 | $59,805 | $110,379-45.8% | $102,412-41.6% | $145,884-59.0% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 20.95% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,854 | $4,216-56.0% | $3,870-52.1% | $4,662-60.2% |
| Participant deferral / active EE | $5,767 | $5,622+2.6% | $5,060+14.0% | $6,690-13.8% |
| Admin fee / account holder | $5,527 | $9,745-43.3% | $8,388-34.1% | $13,392-58.7% |