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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 | $51,994 | $46,877+10.9% | $122,354-57.5% | $70,126-25.9% |
| Participation rate | 51.1% | 58.2%-7.1pp | 71.6%-20.6pp | 69.5%-18.5pp |
| Annual return | 20.71% | 24.22%-3.5pp | 30.28%-9.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $317 | $1,288-75.4% | $4,051-92.2% | $2,343-86.5% |
| Participant deferral / active EE | $2,778 | $2,167+28.2% | $3,287-15.5% | $3,332-16.6% |
| Admin fee / account holder | $2,156 | $3,324-35.1% | $5,479-60.6% | $4,645-53.6% |