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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 | $53,240 | $65,361-18.5% | $92,903-42.7% | $72,983-27.1% |
| Participation rate | 52.6% | 68.3%-15.7pp | 76.0%-23.4pp | 69.5%-16.9pp |
| Annual return | 21.93% | 42.11%-20.2pp | 109.43%-87.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $919 | $2,594-64.6% | $3,653-74.8% | $2,440-62.3% |
| Participant deferral / active EE | $4,432 | $3,128+41.7% | $4,238+4.6% | $3,608+22.8% |
| Admin fee / account holder | $1,030 | $4,251-75.8% | $5,795-82.2% | $5,124-79.9% |