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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 | $54,399 | $59,440-8.5% | $78,004-30.3% | $82,637-34.2% |
| Participation rate | 40.0% | 62.8%-22.8pp | 69.4%-29.4pp | 68.1%-28.1pp |
| Annual return | 15.59% | 40.24%-24.6pp | 31.07%-15.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,065 | $1,750-39.2% | $2,469-56.9% | $2,552-58.3% |
| Participant deferral / active EE | $1,533 | $3,138-51.2% | $4,092-62.5% | $4,126-62.9% |
| Admin fee / account holder | $1,506 | $5,504-72.6% | $7,578-80.1% | $7,339-79.5% |