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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 | $53,122 | $81,358-34.7% | $155,556-65.9% | $80,959-34.4% |
| Participation rate | 10.8% | 66.3%-55.5pp | 78.2%-67.4pp | 67.7%-56.9pp |
| Annual return | 12.39% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $465 | $3,106-85.0% | $4,675-90.1% | $2,757-83.1% |
| Participant deferral / active EE | $1,137 | $3,455-67.1% | $5,631-79.8% | $4,300-73.6% |
| Admin fee / account holder | $471 | $7,994-94.1% | $15,885-97.0% | $6,925-93.2% |