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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 | $49,358 | $60,442-18.3% | $96,754-49.0% | $87,485-43.6% |
| Participation rate | 22.4% | 58.7%-36.3pp | 70.3%-47.9pp | 68.9%-46.6pp |
| Annual return | 16.14% | 21.97%-5.8pp | 82.04%-65.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $798 | $1,691-52.8% | $2,679-70.2% | $2,596-69.3% |
| Participant deferral / active EE | $1,758 | $3,280-46.4% | $4,758-63.1% | $4,274-58.9% |
| Admin fee / account holder | $1,975 | $5,069-61.0% | $8,905-77.8% | $7,775-74.6% |