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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 | $65,596 | $52,580+24.8% | $71,671-8.5% | $70,126-6.5% |
| Participation rate | 52.8% | 60.9%-8.0pp | 68.7%-15.9pp | 69.5%-16.7pp |
| Annual return | 18.63% | 20.25%-1.6pp | 20.65%-2.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $569 | $1,616-64.8% | $2,460-76.9% | $2,343-75.7% |
| Participant deferral / active EE | $2,348 | $2,386-1.6% | $3,438-31.7% | $3,332-29.5% |
| Admin fee / account holder | $486 | $3,653-86.7% | $5,558-91.3% | $4,645-89.5% |