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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 | $49,388 | $79,867-38.2% | $120,344-59.0% | $64,340-23.2% |
| Participation rate | 22.1% | 63.0%-40.9pp | 76.7%-54.6pp | 55.2%-33.1pp |
| Annual return | 16.65% | 21.10%-4.4pp | 20.30%-3.6pp | 24.14%-7.5pp |
| Employer contribution / active EE | $751 | $1,925-61.0% | $3,020-75.1% | $1,862-59.7% |
| Participant deferral / active EE | $1,931 | $3,593-46.2% | $5,135-62.4% | $2,980-35.2% |
| Admin fee / account holder | $2,572 | $5,039-49.0% | $12,742-79.8% | $3,703-30.5% |