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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 | $50,604 | $93,064-45.6% | $74,577-32.1% | $273,972-81.5% |
| Participation rate | 26.7% | 74.9%-48.3pp | 68.1%-41.4pp | 83.0%-56.3pp |
| Annual return | 5.91% | 26.18%-20.3pp | 20.47%-14.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $566 | $3,160-82.1% | $2,525-77.6% | $4,869-88.4% |
| Participant deferral / active EE | $880 | $4,160-78.8% | $3,458-74.5% | $5,287-83.4% |
| Admin fee / account holder | $370 | $5,273-93.0% | $4,138-91.1% | $10,133-96.4% |