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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 | $64,051 | $80,992-20.9% | $96,534-33.6% | $75,173-14.8% |
| Participation rate | 24.0% | 71.8%-47.8pp | 76.0%-52.0pp | 67.2%-43.2pp |
| Annual return | 14.04% | 27.05%-13.0pp | 25.88%-11.8pp | 160.72%-146.7pp |
| Employer contribution / active EE | $801 | $2,283-64.9% | $2,965-73.0% | $2,671-70.0% |
| Participant deferral / active EE | $1,845 | $3,929-53.0% | $4,851-62.0% | $4,126-55.3% |
| Admin fee / account holder | $888 | $6,717-86.8% | $8,253-89.2% | $5,651-84.3% |