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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 | $54,863 | $45,343+21.0% | $150,298-63.5% | $67,986-19.3% |
| Participation rate | 19.0% | 51.9%-32.8pp | 77.8%-58.8pp | 57.2%-38.2pp |
| Annual return | 16.93% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $562 | $1,462-61.6% | $4,154-86.5% | $2,019-72.2% |
| Participant deferral / active EE | $658 | $2,055-68.0% | $5,453-87.9% | $3,358-80.4% |
| Admin fee / account holder | $1,653 | $2,250-26.5% | $14,116-88.3% | $3,203-48.4% |