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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 | $51,724 | $71,215-27.4% | $93,696-44.8% | $80,935-36.1% |
| Participation rate | 31.3% | 60.4%-29.1pp | 68.7%-37.4pp | 67.7%-36.3pp |
| Annual return | 13.13% | 11.27%+1.9pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $469 | $1,565-70.0% | $2,422-80.6% | $2,757-83.0% |
| Participant deferral / active EE | $1,246 | $4,037-69.1% | $4,417-71.8% | $4,299-71.0% |
| Admin fee / account holder | $640 | $6,958-90.8% | $8,287-92.3% | $6,924-90.8% |