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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 | $75,541-60.8% | $152,093-80.5% | $82,637-64.2% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 15.63% | 32.56%-16.9pp | 66.36%-50.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,469 | $2,622-5.9% | $4,175-40.9% | $2,552-3.3% |
| Participant deferral / active EE | $2,870 | $3,206-10.5% | $5,451-47.4% | $4,126-30.5% |
| Admin fee / account holder | $887 | $6,405-86.1% | $14,497-93.9% | $7,339-87.9% |