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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 | $55,454 | $110,379-49.8% | $102,412-45.9% | $145,884-62.0% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 19.96% | 24.84%-4.9pp | 24.94%-5.0pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,387 | $4,216-67.1% | $3,870-64.2% | $4,662-70.2% |
| Participant deferral / active EE | $4,246 | $5,622-24.5% | $5,060-16.1% | $6,690-36.5% |
| Admin fee / account holder | $1,477 | $9,745-84.8% | $8,388-82.4% | $13,392-89.0% |