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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 | $62,286 | $76,551-18.6% | $123,894-49.7% | $62,881-0.9% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 15.62% | 18.68%-3.1pp | 47.52%-31.9pp | 20.14%-4.5pp |
| Employer contribution / active EE | $2,235 | $2,882-22.5% | $4,617-51.6% | $2,281-2.0% |
| Participant deferral / active EE | $3,937 | $4,840-18.7% | $5,984-34.2% | $3,203+22.9% |
| Admin fee / account holder | $1,396 | $4,826-71.1% | $8,357-83.3% | $4,296-67.5% |