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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 | $46,364 | $111,814-58.5% | $103,378-55.2% | $145,978-68.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 9.51% | 24.80%-15.3pp | 24.91%-15.4pp | 550.52%-541.0pp |
| Employer contribution / active EE | $2,021 | $4,215-52.1% | $3,870-47.8% | $4,662-56.7% |
| Participant deferral / active EE | $2,816 | $5,618-49.9% | $5,058-44.3% | $6,690-57.9% |
| Admin fee / account holder | $3,035 | $9,764-68.9% | $8,401-63.9% | $13,400-77.4% |