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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 | $57,479 | $52,580+9.3% | $71,671-19.8% | $70,126-18.0% |
| Participation rate | 48.4% | 60.9%-12.5pp | 68.7%-20.4pp | 69.5%-21.2pp |
| Annual return | 15.63% | 20.25%-4.6pp | 20.65%-5.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $451 | $1,616-72.1% | $2,460-81.7% | $2,343-80.7% |
| Participant deferral / active EE | $1,338 | $2,386-43.9% | $3,438-61.1% | $3,332-59.9% |
| Admin fee / account holder | $1,168 | $3,653-68.0% | $5,558-79.0% | $4,645-74.9% |