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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 | $51,132 | $115,911-55.9% | $100,530-49.1% | $158,950-67.8% |
| Participation rate | 63.6% | 81.6%-18.0pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 10.03% | 34.80%-24.8pp | 30.89%-20.9pp | 302.91%-292.9pp |
| Employer contribution / active EE | $2,682 | $4,104-34.7% | $3,418-21.5% | $4,762-43.7% |
| Participant deferral / active EE | $4,269 | $6,676-36.1% | $6,271-31.9% | $5,983-28.7% |
| Admin fee / account holder | $5,068 | $10,999-53.9% | $8,083-37.3% | $11,248-54.9% |