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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 | $50,618 | $35,183+43.9% | $73,550-31.2% | $70,126-27.8% |
| Participation rate | 6.7% | 42.9%-36.3pp | 54.9%-48.3pp | 69.5%-62.9pp |
| Annual return | 29.97% | 26.90%+3.1pp | -15.16%+45.1pp | 73.15%-43.2pp |
| Employer contribution / active EE | $261 | $709-63.2% | $1,219-78.6% | $2,343-88.9% |
| Participant deferral / active EE | $1,304 | $1,220+6.9% | $1,804-27.7% | $3,332-60.9% |
| Admin fee / account holder | $5,879 | $2,302+155.4% | $2,320+153.5% | $4,645+26.6% |