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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 | $46,256 | $65,246-29.1% | $98,716-53.1% | $67,986-32.0% |
| Participation rate | 22.5% | 51.4%-28.9pp | 69.3%-46.8pp | 57.2%-34.7pp |
| Annual return | 14.49% | 20.58%-6.1pp | 31.81%-17.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $505 | $1,042-51.6% | $2,279-77.9% | $2,019-75.0% |
| Participant deferral / active EE | $1,809 | $2,594-30.3% | $4,048-55.3% | $3,358-46.1% |
| Admin fee / account holder | $3,964 | $4,561-13.1% | $8,703-54.4% | $3,203+23.8% |