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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 | $41,016+33.8% | $152,093-63.9% | $64,097-14.4% |
| Participation rate | 19.0% | 51.3%-32.3pp | 77.8%-58.8pp | 55.2%-36.2pp |
| Annual return | 16.93% | 39.60%-22.7pp | 66.36%-49.4pp | 34.64%-17.7pp |
| Employer contribution / active EE | $562 | $1,342-58.2% | $4,175-86.5% | $1,891-70.3% |
| Participant deferral / active EE | $658 | $1,927-65.9% | $5,451-87.9% | $3,080-78.6% |
| Admin fee / account holder | $1,653 | $2,305-28.3% | $14,497-88.6% | $3,454-52.2% |