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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 | $53,852 | $77,814-30.8% | $158,223-66.0% | $86,983-38.1% |
| Participation rate | 45.5% | 68.4%-23.0pp | 79.2%-33.7pp | 69.5%-24.1pp |
| Annual return | 12.79% | 30.54%-17.8pp | 52.09%-39.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $562 | $2,592-78.3% | $4,109-86.3% | $2,584-78.3% |
| Participant deferral / active EE | $2,554 | $3,270-21.9% | $5,467-53.3% | $4,194-39.1% |
| Admin fee / account holder | $2,623 | $5,879-55.4% | $16,047-83.7% | $7,856-66.6% |