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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 | $27,899 | $100,970-72.4% | $96,576-71.1% | $137,256-79.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 20.25% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,737 | $3,809-28.1% | $3,553-23.0% | $4,156-34.1% |
| Participant deferral / active EE | $6,002 | $8,286-27.6% | $7,956-24.6% | $6,407-6.3% |
| Admin fee / account holder | $4,440 | $11,312-60.8% | $11,381-61.0% | $12,270-63.8% |