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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 | $55,608 | $67,602-17.7% | $82,312-32.4% | $70,126-20.7% |
| Participation rate | 62.2% | 72.8%-10.6pp | 76.9%-14.7pp | 69.5%-7.4pp |
| Annual return | 15.17% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $549 | $1,755-68.7% | $2,428-77.4% | $2,343-76.6% |
| Participant deferral / active EE | $2,997 | $2,987+0.3% | $3,706-19.1% | $3,332-10.1% |
| Admin fee / account holder | $763 | $4,512-83.1% | $5,608-86.4% | $4,645-83.6% |