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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 | $64,734-18.9% | $90,796-42.2% | $64,097-18.1% |
| Participation rate | 17.4% | 53.2%-35.8pp | 69.5%-52.1pp | 55.2%-37.8pp |
| Annual return | 14.17% | 17.77%-3.6pp | 19.29%-5.1pp | 34.64%-20.5pp |
| Employer contribution / active EE | $410 | $1,703-75.9% | $2,294-82.1% | $1,891-78.3% |
| Participant deferral / active EE | $1,238 | $2,629-52.9% | $3,822-67.6% | $3,080-59.8% |
| Admin fee / account holder | $362 | $3,474-89.6% | $7,024-94.8% | $3,454-89.5% |