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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 | $39,952 | $111,814-64.3% | $103,378-61.4% | $145,978-72.6% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 14.75% | 24.80%-10.0pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,102 | $4,215-50.1% | $3,870-45.7% | $4,662-54.9% |
| Participant deferral / active EE | $5,223 | $5,618-7.0% | $5,058+3.3% | $6,690-21.9% |
| Admin fee / account holder | $6,290 | $9,764-35.6% | $8,401-25.1% | $13,400-53.1% |