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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 | $52,203 | $63,904-18.3% | $89,340-41.6% | $67,986-23.2% |
| Participation rate | 24.8% | 54.3%-29.6pp | 69.6%-44.8pp | 57.2%-32.4pp |
| Annual return | 14.54% | 18.09%-3.5pp | 20.57%-6.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $734 | $1,627-54.9% | $2,231-67.1% | $2,019-63.7% |
| Participant deferral / active EE | $1,108 | $2,691-58.8% | $3,823-71.0% | $3,358-67.0% |
| Admin fee / account holder | $1,787 | $3,315-46.1% | $6,704-73.3% | $3,203-44.2% |