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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 | $52,195 | $73,787-29.3% | $98,716-47.1% | $82,448-36.7% |
| Participation rate | 27.1% | 61.4%-34.3pp | 69.3%-42.2pp | 68.1%-40.9pp |
| Annual return | 21.84% | 18.57%+3.3pp | 31.81%-10.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $430 | $1,511-71.5% | $2,279-81.1% | $2,551-83.1% |
| Participant deferral / active EE | $1,615 | $3,081-47.6% | $4,048-60.1% | $4,139-61.0% |
| Admin fee / account holder | $5,634 | $6,500-13.3% | $8,703-35.3% | $7,234-22.1% |