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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 | $47,338 | $110,337-57.1% | $102,383-53.8% | $145,877-67.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 11.14% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,020 | $4,216-52.1% | $3,870-47.8% | $4,663-56.7% |
| Participant deferral / active EE | $5,998 | $5,621+6.7% | $5,060+18.5% | $6,691-10.4% |
| Admin fee / account holder | $5,640 | $9,750-42.2% | $8,391-32.8% | $13,402-57.9% |