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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 | $44,524 | $71,215-37.5% | $93,696-52.5% | $80,935-45.0% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.7%-12.8pp |
| Annual return | 17.91% | 11.27%+6.6pp | 133.74%-115.8pp | 35.66%-17.8pp |
| Employer contribution / active EE | $396 | $1,565-74.7% | $2,422-83.7% | $2,757-85.7% |
| Participant deferral / active EE | $2,263 | $4,037-43.9% | $4,417-48.8% | $4,299-47.4% |
| Admin fee / account holder | $1,397 | $6,958-79.9% | $8,287-83.1% | $6,924-79.8% |