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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 | $55,440 | $74,535-25.6% | $100,712-45.0% | $82,637-32.9% |
| Participation rate | 53.6% | 61.2%-7.6pp | 69.3%-15.7pp | 68.1%-14.5pp |
| Annual return | 17.38% | 18.92%-1.5pp | 33.27%-15.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $863 | $1,503-42.6% | $2,313-62.7% | $2,552-66.2% |
| Participant deferral / active EE | $2,297 | $3,074-25.3% | $4,085-43.8% | $4,126-44.3% |
| Admin fee / account holder | $726 | $6,576-89.0% | $9,256-92.2% | $7,339-90.1% |