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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 | $54,362 | $83,898-35.2% | $133,346-59.2% | $94,015-42.2% |
| Participation rate | 13.8% | 63.4%-49.6pp | 72.8%-59.1pp | 70.8%-57.0pp |
| Annual return | 14.82% | 16.00%-1.2pp | 36.85%-22.0pp | 17.84%-3.0pp |
| Employer contribution / active EE | $302 | $1,821-83.4% | $2,853-89.4% | $2,790-89.2% |
| Participant deferral / active EE | $1,628 | $3,245-49.8% | $4,332-62.4% | $4,249-61.7% |
| Admin fee / account holder | $1,569 | $7,809-79.9% | $14,264-89.0% | $8,951-82.5% |