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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 | $51,462 | $65,027-20.9% | $90,970-43.4% | $79,852-35.6% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.0%-0.3pp | 69.6%-0.9pp |
| Annual return | 19.52% | 30.45%-10.9pp | 134.58%-115.1pp | 31.72%-12.2pp |
| Employer contribution / active EE | $605 | $1,247-51.5% | $2,122-71.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,657 | $2,512-34.1% | $3,373-50.9% | $3,740-55.7% |
| Admin fee / account holder | $529 | $4,535-88.3% | $5,960-91.1% | $5,306-90.0% |