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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 | $59,407 | $72,492-18.1% | $87,102-31.8% | $72,983-18.6% |
| Participation rate | 52.1% | 72.8%-20.7pp | 76.9%-24.8pp | 69.5%-17.4pp |
| Annual return | 26.73% | 24.46%+2.3pp | 28.19%-1.5pp | 81.01%-54.3pp |
| Employer contribution / active EE | $455 | $1,894-76.0% | $2,521-82.0% | $2,440-81.4% |
| Participant deferral / active EE | $2,713 | $3,270-17.0% | $4,048-33.0% | $3,608-24.8% |
| Admin fee / account holder | $2,745 | $5,055-45.7% | $7,491-63.4% | $5,124-46.4% |