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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 | $51,240 | $54,757-6.4% | $90,304-43.3% | $72,975-29.8% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 19.67% | 30.63%-11.0pp | 78.13%-58.5pp | 81.01%-61.3pp |
| Employer contribution / active EE | $411 | $2,093-80.4% | $2,855-85.6% | $2,440-83.2% |
| Participant deferral / active EE | $1,110 | $2,887-61.6% | $3,885-71.4% | $3,608-69.2% |
| Admin fee / account holder | $1,306 | $3,973-67.1% | $5,354-75.6% | $5,124-74.5% |