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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 | $49,980 | $106,247-53.0% | $96,515-48.2% | $139,466-64.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 22.14% | 38.47%-16.3pp | 35.73%-13.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,365 | $4,106-42.4% | $3,740-36.7% | $4,754-50.2% |
| Participant deferral / active EE | $6,268 | $5,456+14.9% | $4,880+28.4% | $6,712-6.6% |
| Admin fee / account holder | $2,407 | $7,885-69.5% | $6,735-64.3% | $11,409-78.9% |