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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 | $55,118 | $71,215-22.6% | $93,696-41.2% | $80,935-31.9% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.7%-42.7pp |
| Annual return | 14.19% | 11.27%+2.9pp | 133.74%-119.6pp | 35.66%-21.5pp |
| Employer contribution / active EE | $583 | $1,565-62.7% | $2,422-75.9% | $2,757-78.8% |
| Participant deferral / active EE | $1,682 | $4,037-58.3% | $4,417-61.9% | $4,299-60.9% |
| Admin fee / account holder | $5,118 | $6,958-26.4% | $8,287-38.2% | $6,924-26.1% |