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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 | $35,954 | $92,798-61.3% | $96,707-62.8% | $137,256-73.8% |
| Participation rate | 63.6% | 81.6%-18.0pp | 80.4%-16.7pp | 80.0%-16.3pp |
| Annual return | 16.15% | 31.24%-15.1pp | 34.78%-18.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,568 | $4,147-38.1% | $4,191-38.7% | $4,156-38.2% |
| Participant deferral / active EE | $5,560 | $5,877-5.4% | $5,997-7.3% | $6,407-13.2% |
| Admin fee / account holder | $3,802 | $7,946-52.1% | $7,503-49.3% | $12,270-69.0% |