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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 | $42,292 | $110,410-61.7% | $102,437-58.7% | $145,897-71.0% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 10.56% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,830 | $4,217-56.6% | $3,871-52.7% | $4,663-60.7% |
| Participant deferral / active EE | $5,074 | $5,622-9.7% | $5,060+0.3% | $6,689-24.1% |
| Admin fee / account holder | $2,725 | $9,745-72.0% | $8,388-67.5% | $13,390-79.7% |