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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 | $49,762 | $57,590-13.6% | $86,233-42.3% | $82,448-39.6% |
| Participation rate | 27.5% | 57.9%-30.4pp | 69.0%-41.6pp | 68.1%-40.6pp |
| Annual return | 17.10% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $596 | $1,655-64.0% | $2,504-76.2% | $2,551-76.6% |
| Participant deferral / active EE | $1,726 | $3,080-44.0% | $4,559-62.1% | $4,139-58.3% |
| Admin fee / account holder | $8,981 | $4,730+89.9% | $8,342+7.7% | $7,234+24.1% |