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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 | $36,890 | $73,978-50.1% | $96,515-61.8% | $75,173-50.9% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 20.17% | 26.72%-6.6pp | 35.73%-15.6pp | 160.72%-140.5pp |
| Employer contribution / active EE | $2,264 | $2,931-22.7% | $3,740-39.5% | $2,671-15.2% |
| Participant deferral / active EE | $3,921 | $3,660+7.1% | $4,880-19.7% | $4,126-5.0% |
| Admin fee / account holder | $695 | $5,219-86.7% | $6,735-89.7% | $5,651-87.7% |