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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 | $87,220 | $153,311-43.1% | $109,313-20.2% | $273,972-68.2% |
| Participation rate | 30.4% | 80.1%-49.7pp | 71.3%-40.8pp | 83.0%-52.6pp |
| Annual return | 5.99% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,202 | $5,619-60.8% | $3,892-43.4% | $4,869-54.8% |
| Participant deferral / active EE | $2,761 | $3,932-29.8% | $3,166-12.8% | $5,287-47.8% |
| Admin fee / account holder | $3,069 | $8,076-62.0% | $5,666-45.8% | $10,133-69.7% |