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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 | $47,561 | $78,670-39.5% | $109,173-56.4% | $85,847-44.6% |
| Participation rate | 52.1% | 68.3%-16.2pp | 75.9%-23.8pp | 69.3%-17.2pp |
| Annual return | 16.20% | 25.09%-8.9pp | 25.75%-9.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $766 | $2,734-72.0% | $3,723-79.4% | $2,565-70.1% |
| Participant deferral / active EE | $1,818 | $3,467-47.6% | $4,654-60.9% | $3,952-54.0% |
| Admin fee / account holder | $702 | $5,469-87.2% | $6,755-89.6% | $6,261-88.8% |