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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 | $52,539 | $41,016+28.1% | $152,093-65.5% | $64,097-18.0% |
| Participation rate | 17.3% | 51.3%-34.1pp | 77.8%-60.5pp | 55.2%-37.9pp |
| Annual return | 12.80% | 39.60%-26.8pp | 66.36%-53.6pp | 34.64%-21.8pp |
| Employer contribution / active EE | $453 | $1,342-66.2% | $4,175-89.1% | $1,891-76.0% |
| Participant deferral / active EE | $884 | $1,927-54.2% | $5,451-83.8% | $3,080-71.3% |
| Admin fee / account holder | $3,231 | $2,305+40.2% | $14,497-77.7% | $3,454-6.5% |