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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 | $51,679 | $52,884-2.3% | $84,753-39.0% | $55,167-6.3% |
| Participation rate | 16.0% | 67.5%-51.5pp | 76.6%-60.6pp | 69.0%-53.0pp |
| Annual return | 9.32% | 18.03%-8.7pp | 22.78%-13.5pp | 169.23%-159.9pp |
| Employer contribution / active EE | $725 | $2,233-67.5% | $3,574-79.7% | $1,963-63.0% |
| Participant deferral / active EE | $1,484 | $2,644-43.9% | $3,712-60.0% | $3,054-51.4% |
| Admin fee / account holder | $1,633 | $581+181.2% | $5,333-69.4% | $504+224.1% |