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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 | $54,810 | $58,848-6.9% | $88,179-37.8% | $82,637-33.7% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.1%-54.9pp | 68.1%-53.8pp |
| Annual return | 17.55% | 22.76%-5.2pp | 64.97%-47.4pp | 53.51%-36.0pp |
| Employer contribution / active EE | $416 | $1,678-75.2% | $2,549-83.7% | $2,552-83.7% |
| Participant deferral / active EE | $1,570 | $3,124-49.7% | $4,614-66.0% | $4,126-61.9% |
| Admin fee / account holder | $4,475 | $4,795-6.7% | $7,673-41.7% | $7,339-39.0% |