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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 | $44,629 | $66,275-32.7% | $163,379-72.7% | $64,097-30.4% |
| Participation rate | 33.3% | 54.1%-20.7pp | 76.8%-43.5pp | 55.2%-21.9pp |
| Annual return | 14.94% | 32.72%-17.8pp | 63.41%-48.5pp | 34.64%-19.7pp |
| Employer contribution / active EE | $775 | $1,521-49.0% | $3,752-79.3% | $1,891-59.0% |
| Participant deferral / active EE | $1,371 | $3,126-56.1% | $6,282-78.2% | $3,080-55.5% |
| Admin fee / account holder | $1,551 | $4,569-66.1% | $9,818-84.2% | $3,454-55.1% |