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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 | $63,839 | $83,898-23.9% | $133,346-52.1% | $94,015-32.1% |
| Participation rate | 53.8% | 63.4%-9.5pp | 72.8%-19.0pp | 70.8%-17.0pp |
| Annual return | 11.12% | 16.00%-4.9pp | 36.85%-25.7pp | 17.84%-6.7pp |
| Employer contribution / active EE | $618 | $1,821-66.1% | $2,853-78.4% | $2,790-77.9% |
| Participant deferral / active EE | $1,638 | $3,245-49.5% | $4,332-62.2% | $4,249-61.5% |
| Admin fee / account holder | $3,388 | $7,809-56.6% | $14,264-76.2% | $8,951-62.2% |