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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 | $54,972 | $71,215-22.8% | $93,696-41.3% | $80,935-32.1% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 11.15% | 11.27%-0.1pp | 133.74%-122.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $565 | $1,565-63.9% | $2,422-76.7% | $2,757-79.5% |
| Participant deferral / active EE | $3,158 | $4,037-21.8% | $4,417-28.5% | $4,299-26.5% |
| Admin fee / account holder | $1,421 | $6,958-79.6% | $8,287-82.8% | $6,924-79.5% |