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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 | $55,654 | $68,586-18.9% | $120,380-53.8% | $80,911-31.2% |
| Participation rate | 27.1% | 61.6%-34.5pp | 71.9%-44.8pp | 67.6%-40.6pp |
| Annual return | 12.17% | 23.62%-11.4pp | 107.28%-95.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $552 | $2,053-73.1% | $3,465-84.1% | $2,756-80.0% |
| Participant deferral / active EE | $1,153 | $3,174-63.7% | $4,992-76.9% | $4,297-73.2% |
| Admin fee / account holder | $1,057 | $5,733-81.6% | $9,421-88.8% | $6,935-84.8% |