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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 | $54,008 | $63,845-15.4% | $81,370-33.6% | $80,959-33.3% |
| Participation rate | 23.4% | 63.9%-40.5pp | 69.5%-46.1pp | 67.7%-44.3pp |
| Annual return | 12.64% | 16.37%-3.7pp | 24.85%-12.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $489 | $1,980-75.3% | $2,464-80.2% | $2,757-82.3% |
| Participant deferral / active EE | $1,664 | $3,093-46.2% | $3,885-57.2% | $4,300-61.3% |
| Admin fee / account holder | $420 | $5,688-92.6% | $5,749-92.7% | $6,925-93.9% |