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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 | $29,072 | $111,814-74.0% | $103,378-71.9% | $145,978-80.1% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 15.44% | 24.80%-9.4pp | 24.91%-9.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $3,374 | $4,215-19.9% | $3,870-12.8% | $4,662-27.6% |
| Participant deferral / active EE | $5,136 | $5,618-8.6% | $5,058+1.5% | $6,690-23.2% |
| Admin fee / account holder | $453 | $9,764-95.4% | $8,401-94.6% | $13,400-96.6% |