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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 | $53,447 | $136,860-60.9% | $120,344-55.6% | $154,746-65.5% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 18.92% | 21.38%-2.5pp | 20.30%-1.4pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,407 | $3,533-60.2% | $3,020-53.4% | $4,379-67.9% |
| Participant deferral / active EE | $5,029 | $5,793-13.2% | $5,135-2.1% | $6,730-25.3% |
| Admin fee / account holder | $2,581 | $15,393-83.2% | $12,742-79.7% | $14,365-82.0% |