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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 | $45,690 | $57,073-19.9% | $85,126-46.3% | $80,925-43.5% |
| Participation rate | 20.9% | 56.4%-35.5pp | 67.5%-46.6pp | 67.7%-46.7pp |
| Annual return | 15.61% | 21.69%-6.1pp | 66.63%-51.0pp | 35.65%-20.0pp |
| Employer contribution / active EE | $404 | $1,801-77.6% | $2,731-85.2% | $2,756-85.3% |
| Participant deferral / active EE | $1,445 | $3,113-53.6% | $4,523-68.1% | $4,299-66.4% |
| Admin fee / account holder | $2,194 | $4,988-56.0% | $6,160-64.4% | $6,940-68.4% |