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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 | $51,184 | $57,590-11.1% | $86,233-40.6% | $82,448-37.9% |
| Participation rate | 15.6% | 57.9%-42.3pp | 69.0%-53.5pp | 68.1%-52.5pp |
| Annual return | 16.63% | 22.41%-5.8pp | 61.39%-44.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $585 | $1,655-64.6% | $2,504-76.6% | $2,551-77.1% |
| Participant deferral / active EE | $1,411 | $3,080-54.2% | $4,559-69.1% | $4,139-65.9% |
| Admin fee / account holder | $2,520 | $4,730-46.7% | $8,342-69.8% | $7,234-65.2% |