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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 | $51,891 | $66,275-21.7% | $163,379-68.2% | $64,097-19.0% |
| Participation rate | 35.0% | 54.1%-19.1pp | 76.8%-41.8pp | 55.2%-20.2pp |
| Annual return | 16.37% | 32.72%-16.3pp | 63.41%-47.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $919 | $1,521-39.5% | $3,752-75.5% | $1,891-51.4% |
| Participant deferral / active EE | $1,812 | $3,126-42.0% | $6,282-71.2% | $3,080-41.2% |
| Admin fee / account holder | $681 | $4,569-85.1% | $9,818-93.1% | $3,454-80.3% |