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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 | $52,326 | $76,407-31.5% | $150,298-65.2% | $82,448-36.5% |
| Participation rate | 46.9% | 66.4%-19.5pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 18.33% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $667 | $2,614-74.5% | $4,154-84.0% | $2,551-73.9% |
| Participant deferral / active EE | $2,829 | $3,214-12.0% | $5,453-48.1% | $4,139-31.7% |
| Admin fee / account holder | $1,504 | $6,352-76.3% | $14,116-89.3% | $7,234-79.2% |