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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 | $56,721 | $76,834-26.2% | $108,359-47.7% | $87,485-35.2% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 14.31% | 19.09%-4.8pp | 36.89%-22.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $481 | $1,556-69.1% | $2,399-79.9% | $2,596-81.5% |
| Participant deferral / active EE | $3,565 | $3,100+15.0% | $4,137-13.8% | $4,274-16.6% |
| Admin fee / account holder | $11,162 | $6,537+70.7% | $9,741+14.6% | $7,775+43.6% |