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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 | $54,666 | $62,672-12.8% | $185,117-70.5% | $70,126-22.0% |
| Participation rate | 25.6% | 63.8%-38.2pp | 77.3%-51.7pp | 69.5%-43.9pp |
| Annual return | 18.46% | 40.79%-22.3pp | 40.50%-22.0pp | 73.15%-54.7pp |
| Employer contribution / active EE | $627 | $1,753-64.3% | $4,182-85.0% | $2,343-73.2% |
| Participant deferral / active EE | $1,219 | $3,272-62.7% | $5,045-75.8% | $3,332-63.4% |
| Admin fee / account holder | $3,587 | $3,932-8.8% | $8,159-56.0% | $4,645-22.8% |