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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 | $52,203 | $62,086-15.9% | $90,259-42.2% | $64,340-18.9% |
| Participation rate | 24.8% | 53.9%-29.1pp | 70.7%-46.0pp | 55.2%-30.5pp |
| Annual return | 14.54% | 16.73%-2.2pp | 18.88%-4.3pp | 24.14%-9.6pp |
| Employer contribution / active EE | $734 | $1,883-61.0% | $2,291-68.0% | $1,862-60.6% |
| Participant deferral / active EE | $1,108 | $2,557-56.7% | $3,827-71.1% | $2,980-62.8% |
| Admin fee / account holder | $1,787 | $3,317-46.1% | $7,267-75.4% | $3,703-51.7% |