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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 | $56,837 | $74,535-23.7% | $100,712-43.6% | $82,637-31.2% |
| Participation rate | 30.6% | 61.2%-30.6pp | 69.3%-38.7pp | 68.1%-37.4pp |
| Annual return | 19.10% | 18.92%+0.2pp | 33.27%-14.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $771 | $1,503-48.7% | $2,313-66.6% | $2,552-69.8% |
| Participant deferral / active EE | $1,765 | $3,074-42.6% | $4,085-56.8% | $4,126-57.2% |
| Admin fee / account holder | $879 | $6,576-86.6% | $9,256-90.5% | $7,339-88.0% |