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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 | $53,339 | $54,763-2.6% | $90,324-40.9% | $72,976-26.9% |
| Participation rate | 23.6% | 65.2%-41.5pp | 73.3%-49.6pp | 69.5%-45.9pp |
| Annual return | 27.14% | 30.63%-3.5pp | 78.15%-51.0pp | 81.02%-53.9pp |
| Employer contribution / active EE | $756 | $2,093-63.9% | $2,856-73.5% | $2,440-69.0% |
| Participant deferral / active EE | $1,251 | $2,887-56.7% | $3,885-67.8% | $3,608-65.3% |
| Admin fee / account holder | $2,595 | $3,973-34.7% | $5,356-51.6% | $5,124-49.4% |