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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 | $52,854 | $69,273-23.7% | $90,796-41.8% | $82,637-36.0% |
| Participation rate | 14.6% | 64.0%-49.4pp | 69.5%-54.9pp | 68.1%-53.4pp |
| Annual return | 20.22% | 18.37%+1.8pp | 19.29%+0.9pp | 53.51%-33.3pp |
| Employer contribution / active EE | $546 | $1,865-70.7% | $2,294-76.2% | $2,552-78.6% |
| Participant deferral / active EE | $1,161 | $3,047-61.9% | $3,822-69.6% | $4,126-71.9% |
| Admin fee / account holder | $496 | $5,511-91.0% | $7,024-92.9% | $7,339-93.2% |