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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 | $49,190 | $71,215-30.9% | $93,696-47.5% | $80,935-39.2% |
| Participation rate | 19.4% | 60.4%-41.0pp | 68.7%-49.4pp | 67.7%-48.3pp |
| Annual return | 13.25% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $502 | $1,565-67.9% | $2,422-79.3% | $2,757-81.8% |
| Participant deferral / active EE | $1,300 | $4,037-67.8% | $4,417-70.6% | $4,299-69.8% |
| Admin fee / account holder | $2,550 | $6,958-63.4% | $8,287-69.2% | $6,924-63.2% |