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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 | $69,140 | $77,814-11.1% | $158,223-56.3% | $86,983-20.5% |
| Participation rate | 50.9% | 68.4%-17.5pp | 79.2%-28.3pp | 69.5%-18.7pp |
| Annual return | 15.48% | 30.54%-15.1pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $474 | $2,592-81.7% | $4,109-88.5% | $2,584-81.7% |
| Participant deferral / active EE | $1,363 | $3,270-58.3% | $5,467-75.1% | $4,194-67.5% |
| Admin fee / account holder | $373 | $5,879-93.7% | $16,047-97.7% | $7,856-95.3% |