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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 | $53,906 | $75,541-28.6% | $152,093-64.6% | $82,637-34.8% |
| Participation rate | 52.9% | 66.5%-13.6pp | 77.8%-24.8pp | 68.1%-15.1pp |
| Annual return | 22.57% | 32.56%-10.0pp | 66.36%-43.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,097 | $2,622-58.2% | $4,175-73.7% | $2,552-57.0% |
| Participant deferral / active EE | $2,558 | $3,206-20.2% | $5,451-53.1% | $4,126-38.0% |
| Admin fee / account holder | $329 | $6,405-94.9% | $14,497-97.7% | $7,339-95.5% |