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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 | $57,322 | $79,955-28.3% | $98,461-41.8% | $75,173-23.7% |
| Participation rate | 51.1% | 70.4%-19.3pp | 75.2%-24.1pp | 67.2%-16.1pp |
| Annual return | 17.92% | 19.75%-1.8pp | 21.17%-3.3pp | 160.72%-142.8pp |
| Employer contribution / active EE | $960 | $2,264-57.6% | $3,049-68.5% | $2,671-64.1% |
| Participant deferral / active EE | $1,768 | $3,752-52.9% | $4,738-62.7% | $4,126-57.2% |
| Admin fee / account holder | $2,644 | $6,841-61.4% | $8,961-70.5% | $5,651-53.2% |