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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 | $32,803 | $88,672-63.0% | $105,223-68.8% | $82,448-60.2% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 17.57% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,343 | $3,048-23.1% | $3,689-36.5% | $2,551-8.1% |
| Participant deferral / active EE | $3,643 | $4,036-9.7% | $5,072-28.2% | $4,139-12.0% |
| Admin fee / account holder | $2,353 | $7,146-67.1% | $8,859-73.4% | $7,234-67.5% |