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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 | $111,814-61.1% | $103,378-57.9% | $145,978-70.2% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 13.68% | 24.80%-11.1pp | 24.91%-11.2pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,713 | $4,215-11.9% | $3,870-4.1% | $4,662-20.4% |
| Participant deferral / active EE | $5,806 | $5,618+3.3% | $5,058+14.8% | $6,690-13.2% |
| Admin fee / account holder | $4,124 | $9,764-57.8% | $8,401-50.9% | $13,400-69.2% |