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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 | $49,309 | $73,787-33.2% | $98,716-50.0% | $82,448-40.2% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 13.48% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $410 | $1,511-72.8% | $2,279-82.0% | $2,551-83.9% |
| Participant deferral / active EE | $1,344 | $3,081-56.4% | $4,048-66.8% | $4,139-67.5% |
| Admin fee / account holder | $557 | $6,500-91.4% | $8,703-93.6% | $7,234-92.3% |