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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 | $53,376 | $55,932-4.6% | $76,735-30.4% | $67,986-21.5% |
| Participation rate | 31.4% | 50.8%-19.4pp | 69.5%-38.1pp | 57.2%-25.8pp |
| Annual return | 14.91% | 23.10%-8.2pp | 29.77%-14.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $398 | $1,487-73.2% | $2,454-83.8% | $2,019-80.3% |
| Participant deferral / active EE | $858 | $2,558-66.5% | $4,088-79.0% | $3,358-74.4% |
| Admin fee / account holder | $6,871 | $4,907+40.0% | $7,189-4.4% | $3,203+114.5% |