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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 | $54,051 | $67,602-20.0% | $82,312-34.3% | $70,126-22.9% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 18.32% | 21.57%-3.3pp | 25.88%-7.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $681 | $1,755-61.2% | $2,428-71.9% | $2,343-70.9% |
| Participant deferral / active EE | $1,698 | $2,987-43.2% | $3,706-54.2% | $3,332-49.0% |
| Admin fee / account holder | $974 | $4,512-78.4% | $5,608-82.6% | $4,645-79.0% |