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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 | $49,618 | $65,361-24.1% | $92,903-46.6% | $72,983-32.0% |
| Participation rate | 50.6% | 68.3%-17.7pp | 76.0%-25.4pp | 69.5%-18.9pp |
| Annual return | 22.98% | 42.11%-19.1pp | 109.43%-86.5pp | 81.01%-58.0pp |
| Employer contribution / active EE | $866 | $2,594-66.6% | $3,653-76.3% | $2,440-64.5% |
| Participant deferral / active EE | $2,161 | $3,128-30.9% | $4,238-49.0% | $3,608-40.1% |
| Admin fee / account holder | $872 | $4,251-79.5% | $5,795-85.0% | $5,124-83.0% |