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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 | $47,783 | $43,749+9.2% | $158,223-69.8% | $65,306-26.8% |
| Participation rate | 29.0% | 56.9%-27.9pp | 79.2%-50.2pp | 57.7%-28.6pp |
| Annual return | 14.84% | 19.41%-4.6pp | 52.09%-37.2pp | 21.94%-7.1pp |
| Employer contribution / active EE | $669 | $1,497-55.3% | $4,109-83.7% | $1,967-66.0% |
| Participant deferral / active EE | $1,323 | $2,019-34.5% | $5,467-75.8% | $2,959-55.3% |
| Admin fee / account holder | $1,118 | $1,930-42.1% | $16,047-93.0% | $3,480-67.9% |