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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 | $103,164-71.1% | $90,259-67.0% | $154,746-80.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 13.37% | 19.25%-5.9pp | 18.88%-5.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,075 | $2,532-18.0% | $2,291-9.4% | $4,379-52.6% |
| Participant deferral / active EE | $2,890 | $4,422-34.6% | $3,827-24.5% | $6,730-57.1% |
| Admin fee / account holder | $1,238 | $8,593-85.6% | $7,267-83.0% | $14,365-91.4% |