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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 | $58,321 | $106,280-45.1% | $96,538-39.6% | $139,487-58.2% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.3%-22.0pp | 80.3%-28.0pp |
| Annual return | 22.52% | 38.48%-16.0pp | 35.74%-13.2pp | 373.84%-351.3pp |
| Employer contribution / active EE | $1,764 | $4,107-57.0% | $3,740-52.8% | $4,755-62.9% |
| Participant deferral / active EE | $4,885 | $5,457-10.5% | $4,880+0.1% | $6,713-27.2% |
| Admin fee / account holder | $7,422 | $7,888-5.9% | $6,737+10.2% | $11,407-34.9% |