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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 | $67,894-11.7% | $89,340-32.9% | $82,448-27.3% |
| Participation rate | 56.5% | 64.0%-7.5pp | 69.6%-13.0pp | 68.1%-11.5pp |
| Annual return | 13.67% | 19.21%-5.5pp | 20.57%-6.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $545 | $1,828-70.2% | $2,231-75.6% | $2,551-78.6% |
| Participant deferral / active EE | $2,139 | $3,072-30.4% | $3,823-44.0% | $4,139-48.3% |
| Admin fee / account holder | $2,471 | $5,723-56.8% | $6,704-63.1% | $7,234-65.8% |