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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 | $58,491 | $87,733-33.3% | $106,554-45.1% | $85,851-31.9% |
| Participation rate | 54.5% | 71.9%-17.4pp | 76.1%-21.6pp | 69.3%-14.8pp |
| Annual return | 16.29% | 21.86%-5.6pp | 26.80%-10.5pp | 318.63%-302.3pp |
| Employer contribution / active EE | $542 | $2,073-73.8% | $2,819-80.8% | $2,565-78.9% |
| Participant deferral / active EE | $2,501 | $3,469-27.9% | $4,398-43.1% | $3,952-36.7% |
| Admin fee / account holder | $671 | $6,767-90.1% | $7,408-90.9% | $6,261-89.3% |