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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 | $29,766 | $102,245-70.9% | $89,340-66.7% | $137,256-78.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.37% | 21.89%-8.5pp | 20.57%-7.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,075 | $2,529-17.9% | $2,231-7.0% | $4,156-50.1% |
| Participant deferral / active EE | $2,890 | $4,436-34.9% | $3,823-24.4% | $6,407-54.9% |
| Admin fee / account holder | $1,238 | $8,085-84.7% | $6,704-81.5% | $12,270-89.9% |