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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 | $54,286 | $67,602-19.7% | $82,312-34.0% | $70,126-22.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $426 | $1,755-75.7% | $2,428-82.5% | $2,343-81.8% |
| Participant deferral / active EE | $2,421 | $2,987-18.9% | $3,706-34.7% | $3,332-27.3% |
| Admin fee / account holder | $2,894 | $4,512-35.9% | $5,608-48.4% | $4,645-37.7% |