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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 | $45,868 | $60,442-24.1% | $96,754-52.6% | $87,485-47.6% |
| Participation rate | 9.6% | 58.7%-49.1pp | 70.3%-60.7pp | 68.9%-59.3pp |
| Annual return | 23.83% | 21.97%+1.9pp | 82.04%-58.2pp | 26.06%-2.2pp |
| Employer contribution / active EE | $314 | $1,691-81.4% | $2,679-88.3% | $2,596-87.9% |
| Participant deferral / active EE | $944 | $3,280-71.2% | $4,758-80.2% | $4,274-77.9% |
| Admin fee / account holder | $346 | $5,069-93.2% | $8,905-96.1% | $7,775-95.6% |