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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 | $29,859 | $215,361-86.1% | $171,082-82.5% | $273,972-89.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 2.82% | 25.14%-22.3pp | 32.56%-29.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,187 | $4,967-56.0% | $4,002-45.4% | $4,869-55.1% |
| Participant deferral / active EE | $3,833 | $5,543-30.9% | $4,797-20.1% | $5,287-27.5% |
| Admin fee / account holder | $1,783 | $10,846-83.6% | $8,520-79.1% | $10,133-82.4% |