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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 | $58,987 | $110,379-46.6% | $102,412-42.4% | $145,884-59.6% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 11.72% | 24.84%-13.1pp | 24.94%-13.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,014 | $4,216-28.5% | $3,870-22.1% | $4,662-35.4% |
| Participant deferral / active EE | $5,757 | $5,622+2.4% | $5,060+13.8% | $6,690-13.9% |
| Admin fee / account holder | $7,308 | $9,745-25.0% | $8,388-12.9% | $13,392-45.4% |