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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 | $53,796 | $73,787-27.1% | $98,716-45.5% | $82,448-34.8% |
| Participation rate | 39.2% | 61.4%-22.2pp | 69.3%-30.1pp | 68.1%-28.8pp |
| Annual return | 19.67% | 18.57%+1.1pp | 31.81%-12.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $461 | $1,511-69.5% | $2,279-79.8% | $2,551-81.9% |
| Participant deferral / active EE | $1,637 | $3,081-46.9% | $4,048-59.6% | $4,139-60.5% |
| Admin fee / account holder | $356 | $6,500-94.5% | $8,703-95.9% | $7,234-95.1% |