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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 | $52,303 | $72,471-27.8% | $94,215-44.5% | $86,983-39.9% |
| Participation rate | 68.5% | 63.9%+4.6pp | 70.0%-1.5pp | 69.5%-1.0pp |
| Annual return | 14.62% | 26.44%-11.8pp | 28.22%-13.6pp | 25.83%-11.2pp |
| Employer contribution / active EE | $568 | $1,936-70.7% | $2,675-78.8% | $2,584-78.0% |
| Participant deferral / active EE | $2,549 | $3,397-24.9% | $4,276-40.4% | $4,194-39.2% |
| Admin fee / account holder | $767 | $6,468-88.1% | $10,216-92.5% | $7,856-90.2% |