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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 | $63,855 | $110,278-42.1% | $95,740-33.3% | $139,466-54.2% |
| Participation rate | 45.5% | 75.7%-30.3pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | 11.80% | 27.19%-15.4pp | 28.41%-16.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $693 | $3,260-78.7% | $2,836-75.6% | $4,754-85.4% |
| Participant deferral / active EE | $4,892 | $4,674+4.6% | $4,244+15.3% | $6,712-27.1% |
| Admin fee / account holder | $3,774 | $6,613-42.9% | $5,676-33.5% | $11,409-66.9% |