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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 | $13,809 | $110,337-87.5% | $102,383-86.5% | $145,877-90.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 11.38% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,099 | $4,216-26.5% | $3,870-19.9% | $4,663-33.5% |
| Participant deferral / active EE | $5,119 | $5,621-8.9% | $5,060+1.2% | $6,691-23.5% |
| Admin fee / account holder | $4,693 | $9,750-51.9% | $8,391-44.1% | $13,402-65.0% |