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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 | $52,603 | $87,166-39.7% | $76,735-31.4% | $137,256-61.7% |
| Participation rate | 54.5% | 74.4%-19.8pp | 69.5%-15.0pp | 80.0%-25.4pp |
| Annual return | 14.40% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $662 | $2,904-77.2% | $2,454-73.0% | $4,156-84.1% |
| Participant deferral / active EE | $1,536 | $4,726-67.5% | $4,088-62.4% | $6,407-76.0% |
| Admin fee / account holder | $1,968 | $8,403-76.6% | $7,189-72.6% | $12,270-84.0% |