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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 | $34,453 | $107,733-68.0% | $92,985-62.9% | $154,746-77.7% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 15.48% | 30.39%-14.9pp | 27.99%-12.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,003 | $3,126-35.9% | $2,662-24.8% | $4,379-54.3% |
| Participant deferral / active EE | $3,694 | $5,053-26.9% | $4,377-15.6% | $6,730-45.1% |
| Admin fee / account holder | $5,016 | $11,369-55.9% | $9,463-47.0% | $14,365-65.1% |