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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 | $69,566 | $90,400-23.0% | $186,193-62.6% | $87,485-20.5% |
| Participation rate | 54.3% | 66.2%-11.9pp | 77.1%-22.8pp | 68.9%-14.6pp |
| Annual return | 13.96% | 22.15%-8.2pp | 78.03%-64.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $575 | $2,170-73.5% | $3,918-85.3% | $2,596-77.8% |
| Participant deferral / active EE | $2,238 | $4,330-48.3% | $6,513-65.6% | $4,274-47.6% |
| Admin fee / account holder | $5,026 | $8,673-42.1% | $11,058-54.6% | $7,775-35.4% |