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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 | $54,791 | $46,877+16.9% | $122,354-55.2% | $70,126-21.9% |
| Participation rate | 29.3% | 58.2%-28.9pp | 71.6%-42.4pp | 69.5%-40.3pp |
| Annual return | 14.92% | 24.22%-9.3pp | 30.28%-15.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $909 | $1,288-29.4% | $4,051-77.6% | $2,343-61.2% |
| Participant deferral / active EE | $2,500 | $2,167+15.4% | $3,287-23.9% | $3,332-25.0% |
| Admin fee / account holder | $7,045 | $3,324+112.0% | $5,479+28.6% | $4,645+51.7% |