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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 | $42,060 | $107,809-61.0% | $97,032-56.7% | $155,188-72.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 16.98% | 38.06%-21.1pp | 35.38%-18.4pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,684 | $2,911-42.2% | $2,629-36.0% | $4,248-60.4% |
| Participant deferral / active EE | $2,549 | $5,129-50.3% | $4,672-45.4% | $6,531-61.0% |
| Admin fee / account holder | $3,659 | $10,717-65.9% | $9,418-61.1% | $14,480-74.7% |