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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 | $44,632 | $52,580-15.1% | $71,671-37.7% | $70,126-36.4% |
| Participation rate | 52.9% | 60.9%-7.9pp | 68.7%-15.8pp | 69.5%-16.6pp |
| Annual return | 15.94% | 20.25%-4.3pp | 20.65%-4.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $454 | $1,616-71.9% | $2,460-81.5% | $2,343-80.6% |
| Participant deferral / active EE | $2,426 | $2,386+1.7% | $3,438-29.4% | $3,332-27.2% |
| Admin fee / account holder | $1,726 | $3,653-52.7% | $5,558-68.9% | $4,645-62.8% |