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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 | $59,483 | $74,535-20.2% | $100,712-40.9% | $82,637-28.0% |
| Participation rate | 23.7% | 61.2%-37.5pp | 69.3%-45.6pp | 68.1%-44.4pp |
| Annual return | 20.87% | 18.92%+1.9pp | 33.27%-12.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $344 | $1,503-77.1% | $2,313-85.1% | $2,552-86.5% |
| Participant deferral / active EE | $1,745 | $3,074-43.2% | $4,085-57.3% | $4,126-57.7% |
| Admin fee / account holder | $1,081 | $6,576-83.6% | $9,256-88.3% | $7,339-85.3% |