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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 | $55,127 | $53,774+2.5% | $134,162-58.9% | $79,852-31.0% |
| Participation rate | 39.7% | 58.8%-19.1pp | 72.2%-32.5pp | 69.6%-29.9pp |
| Annual return | 17.00% | 19.01%-2.0pp | 36.35%-19.4pp | 31.72%-14.7pp |
| Employer contribution / active EE | $492 | $1,322-62.7% | $3,705-86.7% | $2,471-80.1% |
| Participant deferral / active EE | $1,061 | $2,420-56.2% | $3,500-69.7% | $3,740-71.6% |
| Admin fee / account holder | $3,545 | $3,985-11.0% | $6,685-47.0% | $5,306-33.2% |