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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 | $56,689 | $78,027-27.3% | $178,528-68.2% | $80,925-29.9% |
| Participation rate | 23.1% | 65.7%-42.6pp | 77.1%-54.0pp | 67.7%-44.6pp |
| Annual return | 11.98% | 18.09%-6.1pp | 27.11%-15.1pp | 35.65%-23.7pp |
| Employer contribution / active EE | $714 | $2,281-68.7% | $3,950-81.9% | $2,756-74.1% |
| Participant deferral / active EE | $1,607 | $4,408-63.5% | $6,278-74.4% | $4,299-62.6% |
| Admin fee / account holder | $3,028 | $7,168-57.8% | $10,419-70.9% | $6,940-56.4% |