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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 | $59,040 | $64,890-9.0% | $134,172-56.0% | $67,986-13.2% |
| Participation rate | 18.6% | 48.5%-30.0pp | 72.5%-53.9pp | 57.2%-38.6pp |
| Annual return | 20.62% | 16.12%+4.5pp | 25.30%-4.7pp | 31.67%-11.0pp |
| Employer contribution / active EE | $581 | $1,360-57.2% | $3,420-83.0% | $2,019-71.2% |
| Participant deferral / active EE | $865 | $2,289-62.2% | $4,690-81.6% | $3,358-74.3% |
| Admin fee / account holder | $1,853 | $3,140-41.0% | $12,016-84.6% | $3,203-42.1% |