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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 | $110,410-63.8% | $102,437-61.0% | $145,897-72.6% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 14.75% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,102 | $4,217-50.1% | $3,871-45.7% | $4,663-54.9% |
| Participant deferral / active EE | $5,223 | $5,622-7.1% | $5,060+3.2% | $6,689-21.9% |
| Admin fee / account holder | $6,290 | $9,745-35.5% | $8,388-25.0% | $13,390-53.0% |