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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 | $73,787-23.3% | $98,716-42.6% | $82,448-31.3% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.3%-13.4pp | 68.1%-12.1pp |
| Annual return | 15.57% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $455 | $1,511-69.9% | $2,279-80.0% | $2,551-82.2% |
| Participant deferral / active EE | $1,957 | $3,081-36.5% | $4,048-51.7% | $4,139-52.7% |
| Admin fee / account holder | $2,275 | $6,500-65.0% | $8,703-73.9% | $7,234-68.5% |