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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 | $56,894 | $136,860-58.4% | $120,344-52.7% | $154,746-63.2% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 14.00% | 21.38%-7.4pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $965 | $3,533-72.7% | $3,020-68.0% | $4,379-78.0% |
| Participant deferral / active EE | $2,734 | $5,793-52.8% | $5,135-46.8% | $6,730-59.4% |
| Admin fee / account holder | $5,228 | $15,393-66.0% | $12,742-59.0% | $14,365-63.6% |