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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 | $51,152 | $71,197-28.2% | $93,669-45.4% | $80,925-36.8% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 14.15% | 11.27%+2.9pp | 133.59%-119.4pp | 35.65%-21.5pp |
| Employer contribution / active EE | $817 | $1,565-47.8% | $2,424-66.3% | $2,756-70.4% |
| Participant deferral / active EE | $2,126 | $4,036-47.3% | $4,416-51.9% | $4,299-50.6% |
| Admin fee / account holder | $1,711 | $6,959-75.4% | $8,291-79.4% | $6,940-75.3% |