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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 | $52,727 | $58,848-10.4% | $88,179-40.2% | $82,637-36.2% |
| Participation rate | 26.7% | 57.9%-31.2pp | 69.1%-42.5pp | 68.1%-41.4pp |
| Annual return | 17.74% | 22.76%-5.0pp | 64.97%-47.2pp | 53.51%-35.8pp |
| Employer contribution / active EE | $532 | $1,678-68.3% | $2,549-79.1% | $2,552-79.2% |
| Participant deferral / active EE | $1,154 | $3,124-63.1% | $4,614-75.0% | $4,126-72.0% |
| Admin fee / account holder | $1,037 | $4,795-78.4% | $7,673-86.5% | $7,339-85.9% |