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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 | $57,140 | $57,541-0.7% | $95,740-40.3% | $75,173-24.0% |
| Participation rate | 45.2% | 62.5%-17.4pp | 72.3%-27.1pp | 67.2%-22.0pp |
| Annual return | 17.47% | 34.93%-17.5pp | 28.41%-10.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $876 | $1,808-51.5% | $2,836-69.1% | $2,671-67.2% |
| Participant deferral / active EE | $1,479 | $3,074-51.9% | $4,244-65.2% | $4,126-64.2% |
| Admin fee / account holder | $1,469 | $4,099-64.2% | $5,676-74.1% | $5,651-74.0% |