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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 | $67,090 | $97,550-31.2% | $120,344-44.3% | $87,485-23.3% |
| Participation rate | 45.9% | 72.8%-26.9pp | 76.7%-30.8pp | 68.9%-23.0pp |
| Annual return | 20.77% | 18.41%+2.4pp | 20.30%+0.5pp | 26.06%-5.3pp |
| Employer contribution / active EE | $824 | $2,291-64.0% | $3,020-72.7% | $2,596-68.3% |
| Participant deferral / active EE | $2,849 | $4,230-32.6% | $5,135-44.5% | $4,274-33.3% |
| Admin fee / account holder | $5,806 | $9,543-39.2% | $12,742-54.4% | $7,775-25.3% |