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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 | $36,198 | $94,439-61.7% | $73,658-50.9% | $154,746-76.6% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 18.73% | 28.25%-9.5pp | 29.72%-11.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,409 | $1,257+12.1% | $1,032+36.5% | $4,379-67.8% |
| Participant deferral / active EE | $3,054 | $2,527+20.9% | $2,062+48.1% | $6,730-54.6% |
| Admin fee / account holder | $2,269 | $3,843-41.0% | $3,357-32.4% | $14,365-84.2% |