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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 | $63,608 | $73,787-13.8% | $98,716-35.6% | $82,448-22.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 17.65% | 18.57%-0.9pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $492 | $1,511-67.4% | $2,279-78.4% | $2,551-80.7% |
| Participant deferral / active EE | $1,637 | $3,081-46.9% | $4,048-59.6% | $4,139-60.5% |
| Admin fee / account holder | $3,687 | $6,500-43.3% | $8,703-57.6% | $7,234-49.0% |