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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 | $63,949-14.7% | $129,031-57.7% | $94,015-42.0% |
| Participation rate | 26.3% | 63.4%-37.1pp | 73.4%-47.0pp | 70.8%-44.5pp |
| Annual return | 15.08% | 17.56%-2.5pp | 34.67%-19.6pp | 17.84%-2.8pp |
| Employer contribution / active EE | $495 | $1,865-73.4% | $3,226-84.6% | $2,790-82.2% |
| Participant deferral / active EE | $1,775 | $3,686-51.8% | $5,217-66.0% | $4,249-58.2% |
| Admin fee / account holder | $920 | $5,523-83.3% | $13,208-93.0% | $8,951-89.7% |