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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 | $29,615 | $86,050-65.6% | $189,758-84.4% | $94,015-68.5% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 15.63% | 17.77%-2.1pp | 52.62%-37.0pp | 17.84%-2.2pp |
| Employer contribution / active EE | $2,469 | $2,819-12.4% | $4,767-48.2% | $2,790-11.5% |
| Participant deferral / active EE | $2,870 | $3,349-14.3% | $5,856-51.0% | $4,249-32.5% |
| Admin fee / account holder | $887 | $6,627-86.6% | $20,388-95.6% | $8,951-90.1% |