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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 | $50,108 | $84,953-41.0% | $163,379-69.3% | $82,637-39.4% |
| Participation rate | 40.0% | 65.9%-25.9pp | 76.8%-36.8pp | 68.1%-28.1pp |
| Annual return | 19.28% | 23.07%-3.8pp | 63.41%-44.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $819 | $2,183-62.5% | $3,752-78.2% | $2,552-67.9% |
| Participant deferral / active EE | $1,596 | $4,326-63.1% | $6,282-74.6% | $4,126-61.3% |
| Admin fee / account holder | $827 | $7,921-89.6% | $9,818-91.6% | $7,339-88.7% |