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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 | $49,756 | $57,590-13.6% | $86,233-42.3% | $82,448-39.7% |
| Participation rate | 27.5% | 57.9%-30.4pp | 69.0%-41.5pp | 68.1%-40.6pp |
| Annual return | 19.18% | 22.41%-3.2pp | 61.39%-42.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $768 | $1,655-53.6% | $2,504-69.3% | $2,551-69.9% |
| Participant deferral / active EE | $2,258 | $3,080-26.7% | $4,559-50.5% | $4,139-45.4% |
| Admin fee / account holder | $467 | $4,730-90.1% | $8,342-94.4% | $7,234-93.5% |