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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 | $53,643 | $69,590-22.9% | $136,867-60.8% | $94,015-42.9% |
| Participation rate | 45.1% | 66.3%-21.2pp | 74.5%-29.4pp | 70.8%-25.7pp |
| Annual return | 14.62% | 19.62%-5.0pp | 42.97%-28.4pp | 17.84%-3.2pp |
| Employer contribution / active EE | $772 | $2,396-67.8% | $3,547-78.2% | $2,790-72.3% |
| Participant deferral / active EE | $1,139 | $3,437-66.9% | $4,924-76.9% | $4,249-73.2% |
| Admin fee / account holder | $5,103 | $8,912-42.7% | $10,340-50.6% | $8,951-43.0% |