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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 | $48,824 | $58,099-16.0% | $76,902-36.5% | $75,177-35.1% |
| Participation rate | 29.0% | 63.9%-34.9pp | 69.6%-40.6pp | 67.2%-38.2pp |
| Annual return | 19.84% | 26.71%-6.9pp | 37.91%-18.1pp | 160.75%-140.9pp |
| Employer contribution / active EE | $699 | $1,996-65.0% | $2,534-72.4% | $2,671-73.8% |
| Participant deferral / active EE | $2,298 | $2,999-23.4% | $3,833-40.1% | $4,126-44.3% |
| Admin fee / account holder | $401 | $4,778-91.6% | $5,479-92.7% | $5,651-92.9% |