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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 | $39,489 | $46,877-15.8% | $122,354-67.7% | $70,126-43.7% |
| Participation rate | 51.3% | 58.2%-6.9pp | 71.6%-20.4pp | 69.5%-18.3pp |
| Annual return | 14.29% | 24.22%-9.9pp | 30.28%-16.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $864 | $1,288-33.0% | $4,051-78.7% | $2,343-63.1% |
| Participant deferral / active EE | $953 | $2,167-56.0% | $3,287-71.0% | $3,332-71.4% |
| Admin fee / account holder | $2,266 | $3,324-31.8% | $5,479-58.6% | $4,645-51.2% |