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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 | $56,450 | $72,492-22.1% | $87,104-35.2% | $72,975-22.6% |
| Participation rate | 56.2% | 72.8%-16.6pp | 76.9%-20.7pp | 69.5%-13.3pp |
| Annual return | 18.80% | 24.46%-5.7pp | 28.19%-9.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,171 | $1,894-38.2% | $2,521-53.5% | $2,440-52.0% |
| Participant deferral / active EE | $2,144 | $3,270-34.4% | $4,048-47.0% | $3,608-40.6% |
| Admin fee / account holder | $1,874 | $5,055-62.9% | $7,491-75.0% | $5,124-63.4% |