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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 | $56,885 | $107,809-47.2% | $97,032-41.4% | $155,188-63.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 12.53% | 38.06%-25.5pp | 35.38%-22.8pp | 148.84%-136.3pp |
| Employer contribution / active EE | $2,277 | $2,911-21.8% | $2,629-13.4% | $4,248-46.4% |
| Participant deferral / active EE | $4,080 | $5,129-20.5% | $4,672-12.7% | $6,531-37.5% |
| Admin fee / account holder | $2,633 | $10,717-75.4% | $9,418-72.0% | $14,480-81.8% |