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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 | $54,865 | $54,117+1.4% | $135,768-59.6% | $65,306-16.0% |
| Participation rate | 17.2% | 48.7%-31.5pp | 71.1%-53.9pp | 57.7%-40.5pp |
| Annual return | 19.08% | 21.76%-2.7pp | 526.10%-507.0pp | 21.94%-2.9pp |
| Employer contribution / active EE | $580 | $1,029-43.6% | $3,394-82.9% | $1,967-70.5% |
| Participant deferral / active EE | $1,031 | $2,395-57.0% | $3,977-74.1% | $2,959-65.2% |
| Admin fee / account holder | $941 | $4,541-79.3% | $7,048-86.6% | $3,480-73.0% |