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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 | $63,439 | $73,787-14.0% | $98,716-35.7% | $82,448-23.1% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.3%-24.1pp | 68.1%-22.8pp |
| Annual return | 15.92% | 18.57%-2.6pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $691 | $1,511-54.3% | $2,279-69.7% | $2,551-72.9% |
| Participant deferral / active EE | $1,966 | $3,081-36.2% | $4,048-51.4% | $4,139-52.5% |
| Admin fee / account holder | $2,566 | $6,500-60.5% | $8,703-70.5% | $7,234-64.5% |