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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 | $51,383 | $57,590-10.8% | $86,233-40.4% | $82,448-37.7% |
| Participation rate | 22.1% | 57.9%-35.8pp | 69.0%-46.9pp | 68.1%-46.0pp |
| Annual return | 15.36% | 22.41%-7.1pp | 61.39%-46.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $500 | $1,655-69.8% | $2,504-80.0% | $2,551-80.4% |
| Participant deferral / active EE | $1,353 | $3,080-56.1% | $4,559-70.3% | $4,139-67.3% |
| Admin fee / account holder | $1,234 | $4,730-73.9% | $8,342-85.2% | $7,234-82.9% |