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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 | $49,432 | $110,337-55.2% | $102,383-51.7% | $145,877-66.1% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 15.54% | 24.83%-9.3pp | 24.94%-9.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,910 | $4,216-54.7% | $3,870-50.6% | $4,663-59.0% |
| Participant deferral / active EE | $6,036 | $5,621+7.4% | $5,060+19.3% | $6,691-9.8% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,391-92.9% | $13,402-95.6% |