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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 | $55,847 | $102,609-45.6% | $98,090-43.1% | $138,895-59.8% |
| Participation rate | 54.5% | 82.8%-28.2pp | 81.5%-27.0pp | 79.9%-25.4pp |
| Annual return | 13.17% | 36.44%-23.3pp | 37.05%-23.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,684 | $3,867-30.6% | $3,606-25.6% | $4,194-36.0% |
| Participant deferral / active EE | $4,622 | $8,167-43.4% | $7,845-41.1% | $6,396-27.7% |
| Admin fee / account holder | $1,202 | $11,434-89.5% | $11,815-89.8% | $12,562-90.4% |