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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 | $49,832 | $110,379-54.9% | $102,412-51.3% | $145,884-65.8% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 14.03% | 24.84%-10.8pp | 24.94%-10.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,008 | $4,216-52.4% | $3,870-48.1% | $4,662-56.9% |
| Participant deferral / active EE | $3,870 | $5,622-31.2% | $5,060-23.5% | $6,690-42.2% |
| Admin fee / account holder | $5,013 | $9,745-48.6% | $8,388-40.2% | $13,392-62.6% |