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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 | $42,483 | $57,073-25.6% | $85,126-50.1% | $80,925-47.5% |
| Participation rate | 62.8% | 56.4%+6.4pp | 67.5%-4.8pp | 67.7%-4.9pp |
| Annual return | 10.96% | 21.69%-10.7pp | 66.63%-55.7pp | 35.65%-24.7pp |
| Employer contribution / active EE | $558 | $1,801-69.0% | $2,731-79.6% | $2,756-79.8% |
| Participant deferral / active EE | $2,929 | $3,113-5.9% | $4,523-35.3% | $4,299-31.9% |
| Admin fee / account holder | $1,896 | $4,988-62.0% | $6,160-69.2% | $6,940-72.7% |