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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 | $50,366 | $81,358-38.1% | $155,556-67.6% | $80,959-37.8% |
| Participation rate | 9.4% | 66.3%-56.9pp | 78.2%-68.8pp | 67.7%-58.3pp |
| Annual return | 14.05% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $438 | $3,106-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $1,398 | $3,455-59.5% | $5,631-75.2% | $4,300-67.5% |
| Admin fee / account holder | $1,379 | $7,994-82.7% | $15,885-91.3% | $6,925-80.1% |