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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 | $52,565 | $57,140-8.0% | $85,240-38.3% | $80,959-35.1% |
| Participation rate | 19.0% | 56.4%-37.4pp | 67.5%-48.5pp | 67.7%-48.6pp |
| Annual return | 11.93% | 21.71%-9.8pp | 66.75%-54.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $482 | $1,802-73.2% | $2,735-82.4% | $2,757-82.5% |
| Participant deferral / active EE | $1,431 | $3,115-54.1% | $4,527-68.4% | $4,300-66.7% |
| Admin fee / account holder | $573 | $4,992-88.5% | $6,165-90.7% | $6,925-91.7% |