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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 | $41,204 | $84,953-51.5% | $163,379-74.8% | $82,637-50.1% |
| Participation rate | 50.7% | 65.9%-15.2pp | 76.8%-26.1pp | 68.1%-17.3pp |
| Annual return | 16.81% | 23.07%-6.3pp | 63.41%-46.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $752 | $2,183-65.6% | $3,752-80.0% | $2,552-70.5% |
| Participant deferral / active EE | $1,623 | $4,326-62.5% | $6,282-74.2% | $4,126-60.7% |
| Admin fee / account holder | $825 | $7,921-89.6% | $9,818-91.6% | $7,339-88.8% |