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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 | $61,393 | $75,720-18.9% | $90,312-32.0% | $86,983-29.4% |
| Participation rate | 21.6% | 66.3%-44.7pp | 72.9%-51.3pp | 69.5%-48.0pp |
| Annual return | 14.78% | 18.55%-3.8pp | 18.90%-4.1pp | 25.83%-11.1pp |
| Employer contribution / active EE | $770 | $1,945-60.4% | $2,243-65.7% | $2,584-70.2% |
| Participant deferral / active EE | $1,457 | $3,001-51.4% | $3,749-61.1% | $4,194-65.3% |
| Admin fee / account holder | $25,660 | $6,201+313.8% | $8,248+211.1% | $7,856+226.6% |