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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 | $36,391 | $112,729-67.7% | $98,716-63.1% | $137,256-73.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.87% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,804 | $2,725+2.9% | $2,279+23.1% | $4,156-32.5% |
| Participant deferral / active EE | $3,301 | $4,640-28.9% | $4,048-18.4% | $6,407-48.5% |
| Admin fee / account holder | $14,047 | $10,129+38.7% | $8,703+61.4% | $12,270+14.5% |