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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 | $63,514 | $112,729-43.7% | $98,716-35.7% | $137,256-53.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 14.61% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,072 | $2,725+12.7% | $2,279+34.8% | $4,156-26.1% |
| Participant deferral / active EE | $3,072 | $4,640-33.8% | $4,048-24.1% | $6,407-52.0% |
| Admin fee / account holder | $5,261 | $10,129-48.1% | $8,703-39.6% | $12,270-57.1% |