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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 | $52,559 | $72,269-27.3% | $101,271-48.1% | $79,852-34.2% |
| Participation rate | 41.2% | 68.5%-27.3pp | 75.8%-34.6pp | 69.6%-28.5pp |
| Annual return | 16.18% | 22.29%-6.1pp | 46.48%-30.3pp | 31.72%-15.5pp |
| Employer contribution / active EE | $899 | $2,692-66.6% | $3,660-75.4% | $2,471-63.6% |
| Participant deferral / active EE | $1,675 | $3,282-49.0% | $4,371-61.7% | $3,740-55.2% |
| Admin fee / account holder | $4,401 | $4,4010% | $5,948-26.0% | $5,306-17.1% |