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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 | $53,078 | $65,364-18.8% | $92,909-42.9% | $72,975-27.3% |
| Participation rate | 21.6% | 68.3%-46.7pp | 76.0%-54.4pp | 69.5%-47.9pp |
| Annual return | 19.56% | 42.11%-22.5pp | 109.44%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $820 | $2,594-68.4% | $3,653-77.6% | $2,440-66.4% |
| Participant deferral / active EE | $1,358 | $3,128-56.6% | $4,238-68.0% | $3,608-62.4% |
| Admin fee / account holder | $852 | $4,251-80.0% | $5,795-85.3% | $5,124-83.4% |