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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 | $72,471-24.9% | $94,215-42.3% | $86,983-37.5% |
| Participation rate | 40.0% | 63.9%-23.9pp | 70.0%-30.0pp | 69.5%-29.5pp |
| Annual return | 15.59% | 26.44%-10.8pp | 28.22%-12.6pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,065 | $1,936-45.0% | $2,675-60.2% | $2,584-58.8% |
| Participant deferral / active EE | $1,533 | $3,397-54.9% | $4,276-64.2% | $4,194-63.5% |
| Admin fee / account holder | $1,506 | $6,468-76.7% | $10,216-85.3% | $7,856-80.8% |