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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 | $73,787-32.9% | $98,716-49.8% | $82,448-39.9% |
| Participation rate | 17.6% | 61.4%-43.8pp | 69.3%-51.6pp | 68.1%-50.4pp |
| Annual return | 23.13% | 18.57%+4.6pp | 31.81%-8.7pp | 41.64%-18.5pp |
| Employer contribution / active EE | $964 | $1,511-36.2% | $2,279-57.7% | $2,551-62.2% |
| Participant deferral / active EE | $1,516 | $3,081-50.8% | $4,048-62.5% | $4,139-63.4% |
| Admin fee / account holder | $2,152 | $6,500-66.9% | $8,703-75.3% | $7,234-70.3% |