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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 | $49,956 | $95,453-47.7% | $112,040-55.4% | $82,448-39.4% |
| Participation rate | 51.5% | 72.8%-21.2pp | 76.5%-25.0pp | 68.1%-16.6pp |
| Annual return | 14.02% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $783 | $2,318-66.2% | $2,954-73.5% | $2,551-69.3% |
| Participant deferral / active EE | $3,451 | $4,224-18.3% | $5,098-32.3% | $4,139-16.6% |
| Admin fee / account holder | $1,179 | $9,013-86.9% | $12,098-90.3% | $7,234-83.7% |