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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 | $59,947 | $72,607-17.4% | $90,259-33.6% | $87,485-31.5% |
| Participation rate | 56.5% | 64.8%-8.3pp | 70.7%-14.2pp | 68.9%-12.4pp |
| Annual return | 13.67% | 18.59%-4.9pp | 18.88%-5.2pp | 26.06%-12.4pp |
| Employer contribution / active EE | $545 | $1,919-71.6% | $2,291-76.2% | $2,596-79.0% |
| Participant deferral / active EE | $2,139 | $3,055-30.0% | $3,827-44.1% | $4,274-49.9% |
| Admin fee / account holder | $2,471 | $5,947-58.4% | $7,267-66.0% | $7,775-68.2% |