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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 | $62,495 | $80,983-22.8% | $96,544-35.3% | $75,177-16.9% |
| Participation rate | 48.9% | 71.8%-22.9pp | 76.0%-27.0pp | 67.2%-18.3pp |
| Annual return | 12.73% | 27.05%-14.3pp | 25.88%-13.2pp | 160.75%-148.0pp |
| Employer contribution / active EE | $907 | $2,282-60.2% | $2,966-69.4% | $2,671-66.0% |
| Participant deferral / active EE | $2,067 | $3,929-47.4% | $4,851-57.4% | $4,126-49.9% |
| Admin fee / account holder | $742 | $6,717-89.0% | $8,254-91.0% | $5,651-86.9% |