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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 | $51,902 | $56,054-7.4% | $171,082-69.7% | $62,881-17.5% |
| Participation rate | 38.5% | 62.9%-24.4pp | 76.7%-38.2pp | 69.3%-30.8pp |
| Annual return | 10.34% | 22.52%-12.2pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $466 | $1,731-73.1% | $4,002-88.4% | $2,281-79.6% |
| Participant deferral / active EE | $1,632 | $3,158-48.3% | $4,797-66.0% | $3,203-49.1% |
| Admin fee / account holder | $1,422 | $3,647-61.0% | $8,520-83.3% | $4,296-66.9% |