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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 | $58,848-12.7% | $88,179-41.7% | $82,637-37.8% |
| Participation rate | 22.1% | 57.9%-35.8pp | 69.1%-47.0pp | 68.1%-46.0pp |
| Annual return | 15.36% | 22.76%-7.4pp | 64.97%-49.6pp | 53.51%-38.1pp |
| Employer contribution / active EE | $500 | $1,678-70.2% | $2,549-80.4% | $2,552-80.4% |
| Participant deferral / active EE | $1,353 | $3,124-56.7% | $4,614-70.7% | $4,126-67.2% |
| Admin fee / account holder | $1,234 | $4,795-74.3% | $7,673-83.9% | $7,339-83.2% |