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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 | $50,914 | $95,404-46.6% | $113,397-55.1% | $82,637-38.4% |
| Participation rate | 26.1% | 72.8%-46.7pp | 76.5%-50.4pp | 68.1%-42.0pp |
| Annual return | 19.67% | 19.08%+0.6pp | 23.20%-3.5pp | 53.51%-33.8pp |
| Employer contribution / active EE | $865 | $2,307-62.5% | $2,977-71.0% | $2,552-66.1% |
| Participant deferral / active EE | $2,679 | $4,220-36.5% | $5,076-47.2% | $4,126-35.1% |
| Admin fee / account holder | $1,268 | $9,168-86.2% | $11,957-89.4% | $7,339-82.7% |