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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 | $30,261 | $110,337-72.6% | $102,383-70.4% | $145,877-79.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 21.77% | 24.83%-3.1pp | 24.94%-3.2pp | 551.28%-529.5pp |
| Employer contribution / active EE | $1,918 | $4,216-54.5% | $3,870-50.4% | $4,663-58.9% |
| Participant deferral / active EE | $5,241 | $5,621-6.8% | $5,060+3.6% | $6,691-21.7% |
| Admin fee / account holder | $874 | $9,750-91.0% | $8,391-89.6% | $13,402-93.5% |