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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 | $51,324 | $72,027-28.7% | $185,861-72.4% | $79,856-35.7% |
| Participation rate | 29.0% | 65.8%-36.7pp | 78.0%-49.0pp | 69.6%-40.6pp |
| Annual return | 13.93% | 23.13%-9.2pp | 35.96%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $453 | $1,965-76.9% | $4,088-88.9% | $2,471-81.7% |
| Participant deferral / active EE | $1,452 | $3,780-61.6% | $5,634-74.2% | $3,741-61.2% |
| Admin fee / account holder | $3,435 | $4,513-23.9% | $9,503-63.9% | $5,306-35.3% |