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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 | $61,697 | $74,535-17.2% | $100,712-38.7% | $82,637-25.3% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 16.59% | 18.92%-2.3pp | 33.27%-16.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $542 | $1,503-63.9% | $2,313-76.6% | $2,552-78.8% |
| Participant deferral / active EE | $3,493 | $3,074+13.6% | $4,085-14.5% | $4,126-15.4% |
| Admin fee / account holder | $5,545 | $6,576-15.7% | $9,256-40.1% | $7,339-24.4% |