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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 | $52,178 | $78,670-33.7% | $109,173-52.2% | $85,847-39.2% |
| Participation rate | 22.4% | 68.3%-45.8pp | 75.9%-53.4pp | 69.3%-46.9pp |
| Annual return | 13.39% | 25.09%-11.7pp | 25.75%-12.4pp | 318.61%-305.2pp |
| Employer contribution / active EE | $988 | $2,734-63.9% | $3,723-73.5% | $2,565-61.5% |
| Participant deferral / active EE | $1,612 | $3,467-53.5% | $4,654-65.4% | $3,952-59.2% |
| Admin fee / account holder | $4,613 | $5,469-15.7% | $6,755-31.7% | $6,261-26.3% |