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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 | $55,105 | $75,541-27.1% | $152,093-63.8% | $82,637-33.3% |
| Participation rate | 37.8% | 66.5%-28.8pp | 77.8%-40.0pp | 68.1%-30.3pp |
| Annual return | 16.28% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $522 | $2,622-80.1% | $4,175-87.5% | $2,552-79.5% |
| Participant deferral / active EE | $1,455 | $3,206-54.6% | $5,451-73.3% | $4,126-64.7% |
| Admin fee / account holder | $6,224 | $6,405-2.8% | $14,497-57.1% | $7,339-15.2% |