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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 | $75,098 | $112,729-33.4% | $98,716-23.9% | $137,256-45.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.38% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,308 | $2,725-15.3% | $2,279+1.3% | $4,156-44.5% |
| Participant deferral / active EE | $3,678 | $4,640-20.7% | $4,048-9.1% | $6,407-42.6% |
| Admin fee / account holder | $925 | $10,129-90.9% | $8,703-89.4% | $12,270-92.5% |