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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 | $44,836 | $58,523-23.4% | $99,470-54.9% | $72,983-38.6% |
| Participation rate | 57.5% | 64.6%-7.1pp | 73.8%-16.3pp | 69.5%-12.0pp |
| Annual return | 17.20% | 28.51%-11.3pp | 30.72%-13.5pp | 81.01%-63.8pp |
| Employer contribution / active EE | $562 | $1,512-62.8% | $2,540-77.9% | $2,440-77.0% |
| Participant deferral / active EE | $1,268 | $2,606-51.3% | $3,619-65.0% | $3,608-64.9% |
| Admin fee / account holder | $1,374 | $4,102-66.5% | $6,252-78.0% | $5,124-73.2% |