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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 | $52,896 | $57,590-8.2% | $86,233-38.7% | $82,448-35.8% |
| Participation rate | 17.1% | 57.9%-40.8pp | 69.0%-51.9pp | 68.1%-51.0pp |
| Annual return | 18.12% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $915 | $1,655-44.7% | $2,504-63.5% | $2,551-64.1% |
| Participant deferral / active EE | $1,838 | $3,080-40.3% | $4,559-59.7% | $4,139-55.6% |
| Admin fee / account holder | $5,255 | $4,730+11.1% | $8,342-37.0% | $7,234-27.4% |