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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 | $46,809 | $110,337-57.6% | $102,383-54.3% | $145,877-67.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 13.86% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,106 | $4,216-50.1% | $3,870-45.6% | $4,663-54.8% |
| Participant deferral / active EE | $5,175 | $5,621-7.9% | $5,060+2.3% | $6,691-22.6% |
| Admin fee / account holder | $6,565 | $9,750-32.7% | $8,391-21.8% | $13,402-51.0% |