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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 | $76,564-42.7% | $105,582-58.5% | $94,015-53.3% |
| Participation rate | 53.3% | 65.2%-11.8pp | 71.8%-18.4pp | 70.8%-17.5pp |
| Annual return | 15.28% | 20.69%-5.4pp | 18.61%-3.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $753 | $1,995-62.3% | $2,984-74.8% | $2,790-73.0% |
| Participant deferral / active EE | $1,768 | $3,320-46.7% | $4,353-59.4% | $4,249-58.4% |
| Admin fee / account holder | $5,408 | $7,129-24.1% | $12,856-57.9% | $8,951-39.6% |