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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 | $52,854 | $75,720-30.2% | $90,312-41.5% | $86,983-39.2% |
| Participation rate | 14.6% | 66.3%-51.6pp | 72.9%-58.3pp | 69.5%-54.9pp |
| Annual return | 20.22% | 18.55%+1.7pp | 18.90%+1.3pp | 25.83%-5.6pp |
| Employer contribution / active EE | $546 | $1,945-71.9% | $2,243-75.7% | $2,584-78.9% |
| Participant deferral / active EE | $1,161 | $3,001-61.3% | $3,749-69.0% | $4,194-72.3% |
| Admin fee / account holder | $496 | $6,201-92.0% | $8,248-94.0% | $7,856-93.7% |