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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 | $58,646 | $73,787-20.5% | $98,716-40.6% | $82,448-28.9% |
| Participation rate | 19.1% | 61.4%-42.3pp | 69.3%-50.1pp | 68.1%-48.9pp |
| Annual return | 14.53% | 18.57%-4.0pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $526 | $1,511-65.2% | $2,279-76.9% | $2,551-79.4% |
| Participant deferral / active EE | $1,518 | $3,081-50.7% | $4,048-62.5% | $4,139-63.3% |
| Admin fee / account holder | $13,247 | $6,500+103.8% | $8,703+52.2% | $7,234+83.1% |