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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 | $106,974-72.2% | $90,796-67.2% | $138,895-78.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 13.37% | 20.10%-6.7pp | 19.29%-5.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,075 | $2,609-20.4% | $2,294-9.5% | $4,194-50.5% |
| Participant deferral / active EE | $2,890 | $4,455-35.1% | $3,822-24.4% | $6,396-54.8% |
| Admin fee / account holder | $1,238 | $8,626-85.7% | $7,024-82.4% | $12,562-90.1% |