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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 | $51,201 | $88,996-42.5% | $78,004-34.4% | $138,895-63.1% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.4%-5.8pp | 79.9%-16.3pp |
| Annual return | 17.89% | 28.03%-10.1pp | 31.07%-13.2pp | 145.39%-127.5pp |
| Employer contribution / active EE | $720 | $2,917-75.3% | $2,469-70.8% | $4,194-82.8% |
| Participant deferral / active EE | $4,678 | $4,724-1.0% | $4,092+14.3% | $6,396-26.9% |
| Admin fee / account holder | $392 | $8,807-95.6% | $7,578-94.8% | $12,562-96.9% |