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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 | $29,619 | $108,212-72.6% | $77,513-61.8% | $158,966-81.4% |
| Participation rate | 54.5% | 64.4%-9.9pp | 54.2%+0.4pp | 82.0%-27.4pp |
| Annual return | 25.21% | 31.67%-6.5pp | 54.81%-29.6pp | 302.95%-277.7pp |
| Employer contribution / active EE | $582 | $1,325-56.1% | $987-41.0% | $4,762-87.8% |
| Participant deferral / active EE | $1,315 | $2,455-46.4% | $1,861-29.3% | $5,983-78.0% |
| Admin fee / account holder | $1,869 | $3,709-49.6% | $2,859-34.6% | $11,250-83.4% |