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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 | $68,556 | $112,729-39.2% | $98,716-30.6% | $137,256-50.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 18.91% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $579 | $2,725-78.8% | $2,279-74.6% | $4,156-86.1% |
| Participant deferral / active EE | $5,451 | $4,640+17.5% | $4,048+34.7% | $6,407-14.9% |
| Admin fee / account holder | $710 | $10,129-93.0% | $8,703-91.8% | $12,270-94.2% |