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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 | $64,507 | $211,105-69.4% | $178,449-63.9% | $145,978-55.8% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.6pp | 80.3%-25.7pp |
| Annual return | 17.29% | 30.19%-12.9pp | 27.09%-9.8pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,738 | $4,569-40.1% | $3,951-30.7% | $4,662-41.3% |
| Participant deferral / active EE | $4,946 | $6,959-28.9% | $6,277-21.2% | $6,690-26.1% |
| Admin fee / account holder | $8,316 | $12,017-30.8% | $10,362-19.7% | $13,400-37.9% |