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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 | $40,409 | $74,535-45.8% | $100,712-59.9% | $82,637-51.1% |
| Participation rate | 61.8% | 61.2%+0.6pp | 69.3%-7.5pp | 68.1%-6.2pp |
| Annual return | 13.67% | 18.92%-5.3pp | 33.27%-19.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $351 | $1,503-76.7% | $2,313-84.8% | $2,552-86.3% |
| Participant deferral / active EE | $2,497 | $3,074-18.8% | $4,085-38.9% | $4,126-39.5% |
| Admin fee / account holder | $5,168 | $6,576-21.4% | $9,256-44.2% | $7,339-29.6% |