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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 | $45,006 | $93,064-51.6% | $74,577-39.7% | $273,972-83.6% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | 5.65% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $564 | $3,160-82.2% | $2,525-77.7% | $4,869-88.4% |
| Participant deferral / active EE | $1,955 | $4,160-53.0% | $3,458-43.5% | $5,287-63.0% |
| Admin fee / account holder | $7,672 | $5,273+45.5% | $4,138+85.4% | $10,133-24.3% |