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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 | $64,787 | $101,795-36.4% | $165,100-60.8% | $80,959-20.0% |
| Participation rate | 51.1% | 71.8%-20.8pp | 78.6%-27.6pp | 67.7%-16.6pp |
| Annual return | 13.35% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.3pp |
| Employer contribution / active EE | $962 | $2,954-67.4% | $4,348-77.9% | $2,757-65.1% |
| Participant deferral / active EE | $6,832 | $4,476+52.6% | $6,035+13.2% | $4,300+58.9% |
| Admin fee / account holder | $548 | $8,221-93.3% | $12,696-95.7% | $6,925-92.1% |