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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 | $45,175 | $110,410-59.1% | $102,437-55.9% | $145,897-69.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.09% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,156 | $4,217-48.9% | $3,871-44.3% | $4,663-53.8% |
| Participant deferral / active EE | $4,938 | $5,622-12.2% | $5,060-2.4% | $6,689-26.2% |
| Admin fee / account holder | $3,365 | $9,745-65.5% | $8,388-59.9% | $13,390-74.9% |