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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 | $51,714 | $85,024-39.2% | $70,544-26.7% | $139,466-62.9% |
| Participation rate | 16.7% | 73.9%-57.2pp | 68.4%-51.7pp | 80.3%-63.7pp |
| Annual return | 29.90% | 30.39%-0.5pp | 32.79%-2.9pp | 373.66%-343.8pp |
| Employer contribution / active EE | $847 | $3,912-78.3% | $2,976-71.5% | $4,754-82.2% |
| Participant deferral / active EE | $3,276 | $5,891-44.4% | $4,568-28.3% | $6,712-51.2% |
| Admin fee / account holder | $1,494 | $8,928-83.3% | $6,427-76.8% | $11,409-86.9% |