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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 | $60,482 | $73,787-18.0% | $98,716-38.7% | $82,448-26.6% |
| Participation rate | 17.2% | 61.4%-44.2pp | 69.3%-52.1pp | 68.1%-50.8pp |
| Annual return | 19.62% | 18.57%+1.1pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $412 | $1,511-72.7% | $2,279-81.9% | $2,551-83.8% |
| Participant deferral / active EE | $1,335 | $3,081-56.7% | $4,048-67.0% | $4,139-67.7% |
| Admin fee / account holder | $1,882 | $6,500-71.1% | $8,703-78.4% | $7,234-74.0% |