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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 | $57,599 | $52,639+9.4% | $185,117-68.9% | $62,293-7.5% |
| Participation rate | 50.9% | 63.9%-12.9pp | 77.3%-26.3pp | 69.5%-18.6pp |
| Annual return | 16.76% | 19.57%-2.8pp | 40.50%-23.7pp | 28.90%-12.1pp |
| Employer contribution / active EE | $497 | $1,483-66.5% | $4,182-88.1% | $2,042-75.7% |
| Participant deferral / active EE | $5,272 | $3,097+70.2% | $5,045+4.5% | $3,169+66.4% |
| Admin fee / account holder | $2,828 | $374+656.8% | $8,159-65.3% | $479+489.9% |