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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 | $37,295 | $73,978-49.6% | $96,515-61.4% | $75,173-50.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 20.23% | 26.72%-6.5pp | 35.73%-15.5pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,610 | $2,931-45.1% | $3,740-56.9% | $2,671-39.7% |
| Participant deferral / active EE | $2,565 | $3,660-29.9% | $4,880-47.4% | $4,126-37.8% |
| Admin fee / account holder | $2,339 | $5,219-55.2% | $6,735-65.3% | $5,651-58.6% |