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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 | $97,765-47.7% | $103,486-50.6% | $145,884-65.0% |
| Participation rate | 44.4% | 81.1%-36.7pp | 80.5%-36.1pp | 80.3%-35.9pp |
| Annual return | 18.98% | 25.44%-6.5pp | 23.93%-5.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,396 | $4,687-70.2% | $4,679-70.2% | $4,662-70.1% |
| Participant deferral / active EE | $5,083 | $6,606-23.1% | $6,628-23.3% | $6,690-24.0% |
| Admin fee / account holder | $8,397 | $12,505-32.8% | $9,354-10.2% | $13,392-37.3% |