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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 | $47,579 | $110,307-56.9% | $96,576-50.7% | $139,456-65.9% |
| Participation rate | 63.2% | 78.1%-15.0pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 18.95% | 26.40%-7.5pp | 25.87%-6.9pp | 373.45%-354.5pp |
| Employer contribution / active EE | $2,241 | $3,619-38.1% | $2,965-24.4% | $4,753-52.9% |
| Participant deferral / active EE | $5,584 | $5,547+0.7% | $4,851+15.1% | $6,711-16.8% |
| Admin fee / account holder | $3,167 | $11,597-72.7% | $8,253-61.6% | $11,407-72.2% |