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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 | $43,863 | $58,627-25.2% | $76,735-42.8% | $82,448-46.8% |
| Participation rate | 53.3% | 63.2%-9.9pp | 69.5%-16.2pp | 68.1%-14.7pp |
| Annual return | 15.28% | 39.10%-23.8pp | 29.77%-14.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $753 | $1,729-56.4% | $2,454-69.3% | $2,551-70.5% |
| Participant deferral / active EE | $1,768 | $3,134-43.6% | $4,088-56.7% | $4,139-57.3% |
| Admin fee / account holder | $5,408 | $5,323+1.6% | $7,189-24.8% | $7,234-25.2% |