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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 | $52,971 | $54,541-2.9% | $78,778-32.8% | $70,126-24.5% |
| Participation rate | 51.9% | 60.8%-8.9pp | 69.2%-17.3pp | 69.5%-17.7pp |
| Annual return | 15.54% | 21.07%-5.5pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $286 | $1,089-73.7% | $1,986-85.6% | $2,343-87.8% |
| Participant deferral / active EE | $1,875 | $2,210-15.2% | $2,958-36.6% | $3,332-43.7% |
| Admin fee / account holder | $1,430 | $3,709-61.5% | $5,134-72.2% | $4,645-69.2% |