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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 | $49,003 | $100,784-51.4% | $191,597-74.4% | $82,637-40.7% |
| Participation rate | 22.2% | 70.5%-48.2pp | 76.9%-54.7pp | 68.1%-45.8pp |
| Annual return | 17.99% | 18.13%-0.1pp | 27.07%-9.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,303 | $3,102-58.0% | $5,025-74.1% | $2,552-48.9% |
| Participant deferral / active EE | $3,050 | $4,937-38.2% | $6,850-55.5% | $4,126-26.1% |
| Admin fee / account holder | $12,399 | $10,062+23.2% | $22,799-45.6% | $7,339+68.9% |