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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 | $49,701 | $67,894-26.8% | $89,340-44.4% | $82,448-39.7% |
| Participation rate | 36.7% | 64.0%-27.4pp | 69.6%-32.9pp | 68.1%-31.4pp |
| Annual return | 17.91% | 19.21%-1.3pp | 20.57%-2.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $374 | $1,828-79.6% | $2,231-83.3% | $2,551-85.3% |
| Participant deferral / active EE | $2,252 | $3,072-26.7% | $3,823-41.1% | $4,139-45.6% |
| Admin fee / account holder | $1,291 | $5,723-77.4% | $6,704-80.7% | $7,234-82.1% |