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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 | $49,229 | $39,162+25.7% | $100,671-51.1% | $59,633-17.4% |
| Participation rate | 51.4% | 55.9%-4.4pp | 70.7%-19.3pp | 68.7%-17.2pp |
| Annual return | 3.53% | 21.07%-17.5pp | 20.43%-16.9pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $439 | $1,151-61.8% | $4,012-89.0% | $2,203-80.1% |
| Participant deferral / active EE | $1,317 | $1,992-33.9% | $3,144-58.1% | $3,192-58.7% |
| Admin fee / account holder | $309 | $2,969-89.6% | $4,850-93.6% | $4,297-92.8% |