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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 | $52,505 | $74,535-29.6% | $100,712-47.9% | $82,637-36.5% |
| Participation rate | 31.7% | 61.2%-29.4pp | 69.3%-37.5pp | 68.1%-36.3pp |
| Annual return | 15.03% | 18.92%-3.9pp | 33.27%-18.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $626 | $1,503-58.3% | $2,313-72.9% | $2,552-75.5% |
| Participant deferral / active EE | $1,419 | $3,074-53.8% | $4,085-65.3% | $4,126-65.6% |
| Admin fee / account holder | $561 | $6,576-91.5% | $9,256-93.9% | $7,339-92.4% |