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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 | $210,908-80.5% | $153,643-73.3% | $145,884-71.8% |
| Participation rate | 55.6% | 82.1%-26.6pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 10.69% | 13.46%-2.8pp | 15.71%-5.0pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,605 | $6,055-57.0% | $5,039-48.3% | $4,662-44.1% |
| Participant deferral / active EE | $4,896 | $7,976-38.6% | $6,754-27.5% | $6,690-26.8% |
| Admin fee / account holder | $4,264 | $19,477-78.1% | $12,739-66.5% | $13,392-68.2% |