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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 | $54,012 | $78,670-31.3% | $109,173-50.5% | $85,847-37.1% |
| Participation rate | 26.7% | 68.3%-41.6pp | 75.9%-49.2pp | 69.3%-42.7pp |
| Annual return | 14.92% | 25.09%-10.2pp | 25.75%-10.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $862 | $2,734-68.5% | $3,723-76.8% | $2,565-66.4% |
| Participant deferral / active EE | $3,491 | $3,467+0.7% | $4,654-25.0% | $3,952-11.7% |
| Admin fee / account holder | $2,046 | $5,469-62.6% | $6,755-69.7% | $6,261-67.3% |