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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 | $95,404-47.6% | $113,397-55.9% | $82,637-39.5% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.5%-25.0pp | 68.1%-16.5pp |
| Annual return | 14.02% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $783 | $2,307-66.1% | $2,977-73.7% | $2,552-69.3% |
| Participant deferral / active EE | $3,451 | $4,220-18.2% | $5,076-32.0% | $4,126-16.4% |
| Admin fee / account holder | $1,179 | $9,168-87.1% | $11,957-90.1% | $7,339-83.9% |