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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 | $52,537 | $59,839-12.2% | $81,991-35.9% | $79,852-34.2% |
| Participation rate | 51.1% | 61.6%-10.6pp | 69.3%-18.2pp | 69.6%-18.6pp |
| Annual return | 16.51% | 17.56%-1.0pp | 41.31%-24.8pp | 31.72%-15.2pp |
| Employer contribution / active EE | $408 | $1,713-76.2% | $2,498-83.7% | $2,471-83.5% |
| Participant deferral / active EE | $1,632 | $2,695-39.5% | $3,722-56.2% | $3,740-56.4% |
| Admin fee / account holder | $1,635 | $4,287-61.9% | $5,665-71.1% | $5,306-69.2% |