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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 | $51,911 | $43,496+19.3% | $161,489-67.9% | $64,340-19.3% |
| Participation rate | 31.1% | 53.5%-22.5pp | 78.7%-47.6pp | 55.2%-24.2pp |
| Annual return | 17.35% | 20.76%-3.4pp | 89.72%-72.4pp | 24.14%-6.8pp |
| Employer contribution / active EE | $685 | $1,431-52.1% | $4,268-83.9% | $1,862-63.2% |
| Participant deferral / active EE | $1,097 | $1,996-45.0% | $5,630-80.5% | $2,980-63.2% |
| Admin fee / account holder | $2,444 | $2,330+4.9% | $16,006-84.7% | $3,703-34.0% |