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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 | $40,015 | $215,361-81.4% | $171,082-76.6% | $273,972-85.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 9.79% | 25.14%-15.4pp | 32.56%-22.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,608 | $4,967-67.6% | $4,002-59.8% | $4,869-67.0% |
| Participant deferral / active EE | $2,203 | $5,543-60.3% | $4,797-54.1% | $5,287-58.3% |
| Admin fee / account holder | $1,396 | $10,846-87.1% | $8,520-83.6% | $10,133-86.2% |