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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 | $44,150 | $74,535-40.8% | $100,712-56.2% | $82,637-46.6% |
| Participation rate | 59.8% | 61.2%-1.4pp | 69.3%-9.5pp | 68.1%-8.3pp |
| Annual return | 15.76% | 18.92%-3.2pp | 33.27%-17.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $351 | $1,503-76.6% | $2,313-84.8% | $2,552-86.2% |
| Participant deferral / active EE | $2,208 | $3,074-28.2% | $4,085-45.9% | $4,126-46.5% |
| Admin fee / account holder | $1,460 | $6,576-77.8% | $9,256-84.2% | $7,339-80.1% |