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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 | $52,491 | $63,845-17.8% | $81,370-35.5% | $80,959-35.2% |
| Participation rate | 54.2% | 63.9%-9.7pp | 69.5%-15.4pp | 67.7%-13.5pp |
| Annual return | 12.58% | 16.37%-3.8pp | 24.85%-12.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $542 | $1,980-72.6% | $2,464-78.0% | $2,757-80.3% |
| Participant deferral / active EE | $2,122 | $3,093-31.4% | $3,885-45.4% | $4,300-50.6% |
| Admin fee / account holder | $2,583 | $5,688-54.6% | $5,749-55.1% | $6,925-62.7% |