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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 | $51,097 | $58,493-12.6% | $84,023-39.2% | $72,976-30.0% |
| Participation rate | 30.0% | 61.2%-31.2pp | 69.0%-39.0pp | 69.5%-39.5pp |
| Annual return | 18.11% | 28.93%-10.8pp | 71.32%-53.2pp | 81.02%-62.9pp |
| Employer contribution / active EE | $446 | $1,163-61.6% | $1,984-77.5% | $2,440-81.7% |
| Participant deferral / active EE | $1,452 | $2,394-39.3% | $3,239-55.2% | $3,608-59.8% |
| Admin fee / account holder | $879 | $4,569-80.8% | $6,102-85.6% | $5,124-82.8% |