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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 | $63,273 | $72,607-12.9% | $90,259-29.9% | $87,485-27.7% |
| Participation rate | 19.0% | 64.8%-45.8pp | 70.7%-51.7pp | 68.9%-49.9pp |
| Annual return | 19.54% | 18.59%+0.9pp | 18.88%+0.7pp | 26.06%-6.5pp |
| Employer contribution / active EE | $433 | $1,919-77.4% | $2,291-81.1% | $2,596-83.3% |
| Participant deferral / active EE | $1,418 | $3,055-53.6% | $3,827-62.9% | $4,274-66.8% |
| Admin fee / account holder | $585 | $5,947-90.2% | $7,267-91.9% | $7,775-92.5% |