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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 | $51,129 | $97,751-47.7% | $103,447-50.6% | $145,877-65.0% |
| Participation rate | 44.4% | 81.1%-36.6pp | 80.5%-36.1pp | 80.3%-35.9pp |
| Annual return | 18.98% | 25.43%-6.5pp | 23.92%-4.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,396 | $4,684-70.2% | $4,678-70.2% | $4,663-70.1% |
| Participant deferral / active EE | $5,083 | $6,603-23.0% | $6,624-23.3% | $6,691-24.0% |
| Admin fee / account holder | $8,397 | $12,515-32.9% | $9,415-10.8% | $13,402-37.3% |