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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 | $54,768 | $115,931-52.8% | $185,441-70.5% | $86,983-37.0% |
| Participation rate | 43.2% | 73.6%-30.4pp | 80.3%-37.0pp | 69.5%-26.3pp |
| Annual return | 20.98% | 21.47%-0.5pp | 20.16%+0.8pp | 25.83%-4.9pp |
| Employer contribution / active EE | $831 | $2,937-71.7% | $4,672-82.2% | $2,584-67.9% |
| Participant deferral / active EE | $2,481 | $4,551-45.5% | $6,152-59.7% | $4,194-40.8% |
| Admin fee / account holder | $877 | $10,687-91.8% | $17,890-95.1% | $7,856-88.8% |