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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 | $56,971 | $81,358-30.0% | $155,556-63.4% | $80,959-29.6% |
| Participation rate | 51.6% | 66.3%-14.7pp | 78.2%-26.7pp | 67.7%-16.1pp |
| Annual return | 13.88% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $537 | $3,106-82.7% | $4,675-88.5% | $2,757-80.5% |
| Participant deferral / active EE | $1,906 | $3,455-44.8% | $5,631-66.1% | $4,300-55.7% |
| Admin fee / account holder | $4,631 | $7,994-42.1% | $15,885-70.8% | $6,925-33.1% |