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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 | $57,678 | $71,230-19.0% | $93,727-38.5% | $80,959-28.8% |
| Participation rate | 60.5% | 60.4%+0.1pp | 68.7%-8.2pp | 67.7%-7.2pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $508 | $1,565-67.5% | $2,421-79.0% | $2,757-81.6% |
| Participant deferral / active EE | $2,976 | $4,037-26.3% | $4,417-32.6% | $4,300-30.8% |
| Admin fee / account holder | $2,732 | $6,961-60.8% | $8,292-67.1% | $6,925-60.6% |