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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 | $67,369 | $100,194-32.8% | $122,979-45.2% | $86,983-22.5% |
| Participation rate | 49.0% | 73.0%-24.0pp | 77.2%-28.2pp | 69.5%-20.6pp |
| Annual return | 18.14% | 16.47%+1.7pp | 20.12%-2.0pp | 25.83%-7.7pp |
| Employer contribution / active EE | $683 | $2,326-70.7% | $3,062-77.7% | $2,584-73.6% |
| Participant deferral / active EE | $2,171 | $4,133-47.5% | $5,003-56.6% | $4,194-48.2% |
| Admin fee / account holder | $691 | $10,148-93.2% | $12,864-94.6% | $7,856-91.2% |