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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 | $49,399 | $101,795-51.5% | $165,100-70.1% | $80,959-39.0% |
| Participation rate | 58.5% | 71.8%-13.4pp | 78.6%-20.2pp | 67.7%-9.2pp |
| Annual return | 17.83% | 16.73%+1.1pp | 70.21%-52.4pp | 35.67%-17.8pp |
| Employer contribution / active EE | $895 | $2,954-69.7% | $4,348-79.4% | $2,757-67.5% |
| Participant deferral / active EE | $2,185 | $4,476-51.2% | $6,035-63.8% | $4,300-49.2% |
| Admin fee / account holder | $3,012 | $8,221-63.4% | $12,696-76.3% | $6,925-56.5% |