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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 | $57,362 | $80,983-29.2% | $96,544-40.6% | $75,177-23.7% |
| Participation rate | 48.8% | 71.8%-23.0pp | 76.0%-27.2pp | 67.2%-18.4pp |
| Annual return | 16.69% | 27.05%-10.4pp | 25.88%-9.2pp | 160.75%-144.1pp |
| Employer contribution / active EE | $879 | $2,282-61.5% | $2,966-70.4% | $2,671-67.1% |
| Participant deferral / active EE | $1,957 | $3,929-50.2% | $4,851-59.7% | $4,126-52.6% |
| Admin fee / account holder | $3,126 | $6,717-53.5% | $8,254-62.1% | $5,651-44.7% |