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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 | $54,096 | $57,590-6.1% | $86,233-37.3% | $82,448-34.4% |
| Participation rate | 26.9% | 57.9%-30.9pp | 69.0%-42.1pp | 68.1%-41.1pp |
| Annual return | 15.27% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $742 | $1,655-55.2% | $2,504-70.4% | $2,551-70.9% |
| Participant deferral / active EE | $2,605 | $3,080-15.4% | $4,559-42.9% | $4,139-37.1% |
| Admin fee / account holder | $995 | $4,730-79.0% | $8,342-88.1% | $7,234-86.2% |