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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 | $51,106 | $77,814-34.3% | $158,223-67.7% | $86,983-41.2% |
| Participation rate | 33.8% | 68.4%-34.7pp | 79.2%-45.5pp | 69.5%-35.8pp |
| Annual return | 34.79% | 30.54%+4.2pp | 52.09%-17.3pp | 25.83%+9.0pp |
| Employer contribution / active EE | $323 | $2,592-87.5% | $4,109-92.1% | $2,584-87.5% |
| Participant deferral / active EE | $1,979 | $3,270-39.5% | $5,467-63.8% | $4,194-52.8% |
| Admin fee / account holder | $567 | $5,879-90.3% | $16,047-96.5% | $7,856-92.8% |