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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 | $49,103 | $54,763-10.3% | $90,324-45.6% | $72,976-32.7% |
| Participation rate | 29.6% | 65.2%-35.5pp | 73.3%-43.7pp | 69.5%-39.9pp |
| Annual return | 23.81% | 30.63%-6.8pp | 78.15%-54.3pp | 81.02%-57.2pp |
| Employer contribution / active EE | $566 | $2,093-72.9% | $2,856-80.2% | $2,440-76.8% |
| Participant deferral / active EE | $1,742 | $2,887-39.7% | $3,885-55.2% | $3,608-51.7% |
| Admin fee / account holder | $760 | $3,973-80.9% | $5,356-85.8% | $5,124-85.2% |