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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 | $56,628 | $76,834-26.3% | $108,359-47.7% | $87,485-35.3% |
| Participation rate | 55.9% | 61.7%-5.8pp | 70.1%-14.2pp | 68.9%-13.0pp |
| Annual return | 15.57% | 19.09%-3.5pp | 36.89%-21.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $455 | $1,556-70.8% | $2,399-81.0% | $2,596-82.5% |
| Participant deferral / active EE | $1,957 | $3,100-36.9% | $4,137-52.7% | $4,274-54.2% |
| Admin fee / account holder | $2,275 | $6,537-65.2% | $9,741-76.6% | $7,775-70.7% |