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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 | $31,557 | $74,535-57.7% | $100,712-68.7% | $82,637-61.8% |
| Participation rate | 63.6% | 61.2%+2.5pp | 69.3%-5.6pp | 68.1%-4.4pp |
| Annual return | 16.12% | 18.92%-2.8pp | 33.27%-17.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $588 | $1,503-60.9% | $2,313-74.6% | $2,552-77.0% |
| Participant deferral / active EE | $1,559 | $3,074-49.3% | $4,085-61.8% | $4,126-62.2% |
| Admin fee / account holder | $4,025 | $6,576-38.8% | $9,256-56.5% | $7,339-45.2% |