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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 | $52,471 | $63,904-17.9% | $89,340-41.3% | $67,986-22.8% |
| Participation rate | 17.4% | 54.3%-36.9pp | 69.6%-52.1pp | 57.2%-39.8pp |
| Annual return | 14.17% | 18.09%-3.9pp | 20.57%-6.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $410 | $1,627-74.8% | $2,231-81.6% | $2,019-79.7% |
| Participant deferral / active EE | $1,238 | $2,691-54.0% | $3,823-67.6% | $3,358-63.1% |
| Admin fee / account holder | $362 | $3,315-89.1% | $6,704-94.6% | $3,203-88.7% |