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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 | $50,131 | $78,015-35.7% | $178,505-71.9% | $80,959-38.1% |
| Participation rate | 54.1% | 65.7%-11.6pp | 77.1%-23.1pp | 67.7%-13.6pp |
| Annual return | 12.85% | 18.10%-5.3pp | 27.16%-14.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $550 | $2,281-75.9% | $3,955-86.1% | $2,757-80.0% |
| Participant deferral / active EE | $2,046 | $4,406-53.6% | $6,280-67.4% | $4,300-52.4% |
| Admin fee / account holder | $6,124 | $7,160-14.5% | $10,428-41.3% | $6,925-11.6% |