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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 | $52,525 | $53,774-2.3% | $134,162-60.8% | $79,852-34.2% |
| Participation rate | 5.7% | 58.8%-53.1pp | 72.2%-66.5pp | 69.6%-63.9pp |
| Annual return | 11.75% | 19.01%-7.3pp | 36.35%-24.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $604 | $1,322-54.3% | $3,705-83.7% | $2,471-75.6% |
| Participant deferral / active EE | $1,581 | $2,420-34.6% | $3,500-54.8% | $3,740-57.7% |
| Admin fee / account holder | $3,620 | $3,985-9.2% | $6,685-45.9% | $5,306-31.8% |