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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 | $52,346 | $60,349-13.3% | $74,184-29.4% | $62,881-16.8% |
| Participation rate | 51.6% | 72.7%-21.2pp | 76.6%-25.1pp | 69.3%-17.7pp |
| Annual return | 7.84% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $491 | $1,680-70.8% | $2,370-79.3% | $2,281-78.5% |
| Participant deferral / active EE | $1,990 | $2,856-30.3% | $3,550-43.9% | $3,203-37.9% |
| Admin fee / account holder | $2,144 | $4,261-49.7% | $5,586-61.6% | $4,296-50.1% |