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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 | $53,447 | $138,312-61.4% | $122,979-56.5% | $155,188-65.6% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 18.92% | 22.06%-3.1pp | 20.12%-1.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,407 | $3,530-60.1% | $3,062-54.0% | $4,248-66.9% |
| Participant deferral / active EE | $5,029 | $5,592-10.1% | $5,003+0.5% | $6,531-23.0% |
| Admin fee / account holder | $2,581 | $15,089-82.9% | $12,864-79.9% | $14,480-82.2% |