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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 | $43,512 | $110,337-60.6% | $102,383-57.5% | $145,877-70.2% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 13.68% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,713 | $4,216-11.9% | $3,870-4.1% | $4,663-20.4% |
| Participant deferral / active EE | $5,806 | $5,621+3.3% | $5,060+14.7% | $6,691-13.2% |
| Admin fee / account holder | $4,124 | $9,750-57.7% | $8,391-50.9% | $13,402-69.2% |