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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 | $49,537 | $76,834-35.5% | $108,359-54.3% | $87,485-43.4% |
| Participation rate | 17.6% | 61.7%-44.1pp | 70.1%-52.5pp | 68.9%-51.3pp |
| Annual return | 23.13% | 19.09%+4.0pp | 36.89%-13.8pp | 26.06%-2.9pp |
| Employer contribution / active EE | $964 | $1,556-38.0% | $2,399-59.8% | $2,596-62.9% |
| Participant deferral / active EE | $1,516 | $3,100-51.1% | $4,137-63.3% | $4,274-64.5% |
| Admin fee / account holder | $2,152 | $6,537-67.1% | $9,741-77.9% | $7,775-72.3% |