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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 | $50,076 | $91,120-45.0% | $161,149-68.9% | $64,097-21.9% |
| Participation rate | 36.9% | 62.2%-25.3pp | 78.8%-41.9pp | 55.2%-18.3pp |
| Annual return | 15.02% | 17.95%-2.9pp | 21.16%-6.1pp | 34.64%-19.6pp |
| Employer contribution / active EE | $647 | $2,284-71.7% | $4,360-85.2% | $1,891-65.8% |
| Participant deferral / active EE | $1,985 | $3,708-46.5% | $6,153-67.7% | $3,080-35.5% |
| Admin fee / account holder | $820 | $4,535-81.9% | $15,194-94.6% | $3,454-76.3% |