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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 | $53,618 | $69,590-23.0% | $136,867-60.8% | $94,015-43.0% |
| Participation rate | 35.0% | 66.3%-31.3pp | 74.5%-39.5pp | 70.8%-35.8pp |
| Annual return | 19.22% | 19.62%-0.4pp | 42.97%-23.8pp | 17.84%+1.4pp |
| Employer contribution / active EE | $408 | $2,396-83.0% | $3,547-88.5% | $2,790-85.4% |
| Participant deferral / active EE | $1,128 | $3,437-67.2% | $4,924-77.1% | $4,249-73.5% |
| Admin fee / account holder | $1,744 | $8,912-80.4% | $10,340-83.1% | $8,951-80.5% |