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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 | $49,404 | $46,877+5.4% | $122,354-59.6% | $70,126-29.6% |
| Participation rate | 56.3% | 58.2%-1.9pp | 71.6%-15.3pp | 69.5%-13.2pp |
| Annual return | 17.33% | 24.22%-6.9pp | 30.28%-12.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $659 | $1,288-48.9% | $4,051-83.7% | $2,343-71.9% |
| Participant deferral / active EE | $2,124 | $2,167-2.0% | $3,287-35.4% | $3,332-36.2% |
| Admin fee / account holder | $881 | $3,324-73.5% | $5,479-83.9% | $4,645-81.0% |