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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 | $35,899 | $124,425-71.1% | $112,040-68.0% | $137,256-73.8% |
| Participation rate | 54.2% | 79.3%-25.1pp | 76.5%-22.3pp | 80.0%-25.8pp |
| Annual return | 11.67% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,886 | $3,411-44.7% | $2,954-36.2% | $4,156-54.6% |
| Participant deferral / active EE | $2,500 | $5,718-56.3% | $5,098-51.0% | $6,407-61.0% |
| Admin fee / account holder | $5,492 | $15,207-63.9% | $12,098-54.6% | $12,270-55.2% |