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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 | $55,429 | $81,358-31.9% | $155,556-64.4% | $80,959-31.5% |
| Participation rate | 51.0% | 66.3%-15.2pp | 78.2%-27.2pp | 67.7%-16.6pp |
| Annual return | 17.81% | 33.39%-15.6pp | 64.84%-47.0pp | 35.67%-17.9pp |
| Employer contribution / active EE | $831 | $3,106-73.2% | $4,675-82.2% | $2,757-69.9% |
| Participant deferral / active EE | $2,418 | $3,455-30.0% | $5,631-57.1% | $4,300-43.8% |
| Admin fee / account holder | $2,013 | $7,994-74.8% | $15,885-87.3% | $6,925-70.9% |