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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 | $60,153 | $110,337-45.5% | $102,383-41.2% | $145,877-58.8% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 14.35% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,472 | $4,216-41.4% | $3,870-36.1% | $4,663-47.0% |
| Participant deferral / active EE | $2,994 | $5,621-46.7% | $5,060-40.8% | $6,691-55.3% |
| Admin fee / account holder | $13,864 | $9,750+42.2% | $8,391+65.2% | $13,402+3.4% |