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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 | $50,218 | $95,453-47.4% | $112,040-55.2% | $82,448-39.1% |
| Participation rate | 26.5% | 72.8%-46.2pp | 76.5%-50.0pp | 68.1%-41.5pp |
| Annual return | 15.87% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $722 | $2,318-68.8% | $2,954-75.5% | $2,551-71.7% |
| Participant deferral / active EE | $2,271 | $4,224-46.2% | $5,098-55.5% | $4,139-45.1% |
| Admin fee / account holder | $1,506 | $9,013-83.3% | $12,098-87.6% | $7,234-79.2% |