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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 | $57,712 | $114,712-49.7% | $173,730-66.8% | $87,485-34.0% |
| Participation rate | 46.5% | 73.0%-26.5pp | 79.6%-33.1pp | 68.9%-22.4pp |
| Annual return | 23.38% | 20.18%+3.2pp | 19.96%+3.4pp | 26.06%-2.7pp |
| Employer contribution / active EE | $879 | $2,904-69.7% | $4,577-80.8% | $2,596-66.1% |
| Participant deferral / active EE | $3,013 | $4,642-35.1% | $6,326-52.4% | $4,274-29.5% |
| Admin fee / account holder | $1,677 | $10,210-83.6% | $17,523-90.4% | $7,775-78.4% |