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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 | $50,441 | $110,410-54.3% | $102,437-50.8% | $145,897-65.4% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 20.00% | 24.85%-4.8pp | 24.95%-4.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,901 | $4,217-31.2% | $3,871-25.1% | $4,663-37.8% |
| Participant deferral / active EE | $4,447 | $5,622-20.9% | $5,060-12.1% | $6,689-33.5% |
| Admin fee / account holder | $1,241 | $9,745-87.3% | $8,388-85.2% | $13,390-90.7% |