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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 | $50,026 | $111,814-55.3% | $103,378-51.6% | $145,978-65.7% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 13.54% | 24.80%-11.3pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,352 | $4,215-67.9% | $3,870-65.1% | $4,662-71.0% |
| Participant deferral / active EE | $3,579 | $5,618-36.3% | $5,058-29.2% | $6,690-46.5% |
| Admin fee / account holder | $1,372 | $9,764-85.9% | $8,401-83.7% | $13,400-89.8% |