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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 | $52,949 | $45,343+16.8% | $150,298-64.8% | $67,986-22.1% |
| Participation rate | 11.7% | 51.9%-40.1pp | 77.8%-66.0pp | 57.2%-45.5pp |
| Annual return | 16.45% | 33.28%-16.8pp | 62.79%-46.3pp | 31.67%-15.2pp |
| Employer contribution / active EE | $350 | $1,462-76.1% | $4,154-91.6% | $2,019-82.7% |
| Participant deferral / active EE | $632 | $2,055-69.2% | $5,453-88.4% | $3,358-81.2% |
| Admin fee / account holder | $5,128 | $2,250+127.9% | $14,116-63.7% | $3,203+60.1% |