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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 | $45,685 | $55,932-18.3% | $76,735-40.5% | $67,986-32.8% |
| Participation rate | 18.6% | 50.8%-32.2pp | 69.5%-50.9pp | 57.2%-38.6pp |
| Annual return | 16.54% | 23.10%-6.6pp | 29.77%-13.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $504 | $1,487-66.1% | $2,454-79.5% | $2,019-75.0% |
| Participant deferral / active EE | $937 | $2,558-63.4% | $4,088-77.1% | $3,358-72.1% |
| Admin fee / account holder | $3,307 | $4,907-32.6% | $7,189-54.0% | $3,203+3.2% |