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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 | $50,348 | $57,541-12.5% | $95,759-47.4% | $75,177-33.0% |
| Participation rate | 30.0% | 62.5%-32.5pp | 72.3%-42.3pp | 67.2%-37.2pp |
| Annual return | 21.04% | 34.93%-13.9pp | 28.42%-7.4pp | 160.75%-139.7pp |
| Employer contribution / active EE | $637 | $1,808-64.8% | $2,836-77.6% | $2,671-76.2% |
| Participant deferral / active EE | $1,368 | $3,074-55.5% | $4,244-67.8% | $4,126-66.8% |
| Admin fee / account holder | $468 | $4,099-88.6% | $5,678-91.8% | $5,651-91.7% |