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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 | $54,536 | $57,590-5.3% | $86,233-36.8% | $82,448-33.9% |
| Participation rate | 26.3% | 57.9%-31.5pp | 69.0%-42.7pp | 68.1%-41.8pp |
| Annual return | 15.08% | 22.41%-7.3pp | 61.39%-46.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $495 | $1,655-70.1% | $2,504-80.2% | $2,551-80.6% |
| Participant deferral / active EE | $1,775 | $3,080-42.4% | $4,559-61.1% | $4,139-57.1% |
| Admin fee / account holder | $920 | $4,730-80.5% | $8,342-89.0% | $7,234-87.3% |