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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 | $53,444 | $97,550-45.2% | $120,344-55.6% | $87,485-38.9% |
| Participation rate | 22.2% | 72.8%-50.6pp | 76.7%-54.5pp | 68.9%-46.7pp |
| Annual return | 19.20% | 18.41%+0.8pp | 20.30%-1.1pp | 26.06%-6.9pp |
| Employer contribution / active EE | $956 | $2,291-58.3% | $3,020-68.3% | $2,596-63.2% |
| Participant deferral / active EE | $2,153 | $4,230-49.1% | $5,135-58.1% | $4,274-49.6% |
| Admin fee / account holder | $515 | $9,543-94.6% | $12,742-96.0% | $7,775-93.4% |