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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 | $52,950 | $76,551-30.8% | $123,894-57.3% | $62,881-15.8% |
| Participation rate | 57.7% | 73.0%-15.3pp | 81.4%-23.7pp | 69.3%-11.6pp |
| Annual return | 13.22% | 18.68%-5.5pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $493 | $2,882-82.9% | $4,617-89.3% | $2,281-78.4% |
| Participant deferral / active EE | $5,340 | $4,840+10.3% | $5,984-10.8% | $3,203+66.7% |
| Admin fee / account holder | $758 | $4,826-84.3% | $8,357-90.9% | $4,296-82.4% |