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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 | $69,444-36.8% | $92,985-52.8% | $87,485-49.9% |
| Participation rate | 53.3% | 63.3%-10.0pp | 69.5%-16.2pp | 68.9%-15.6pp |
| Annual return | 15.28% | 23.85%-8.6pp | 27.99%-12.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $753 | $1,917-60.7% | $2,662-71.7% | $2,596-71.0% |
| Participant deferral / active EE | $1,768 | $3,364-47.4% | $4,377-59.6% | $4,274-58.6% |
| Admin fee / account holder | $5,408 | $6,137-11.9% | $9,463-42.8% | $7,775-30.4% |