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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 | $41,079 | $210,510-80.5% | $153,500-73.2% | $145,877-71.8% |
| Participation rate | 55.6% | 82.1%-26.6pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 10.69% | 13.45%-2.8pp | 15.70%-5.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,605 | $6,052-57.0% | $5,039-48.3% | $4,663-44.1% |
| Participant deferral / active EE | $4,896 | $7,974-38.6% | $6,756-27.5% | $6,691-26.8% |
| Admin fee / account holder | $4,264 | $19,455-78.1% | $12,736-66.5% | $13,402-68.2% |