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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 | $54,096 | $58,057-6.8% | $97,032-44.2% | $86,983-37.8% |
| Participation rate | 26.9% | 60.4%-33.4pp | 71.6%-44.6pp | 69.5%-42.6pp |
| Annual return | 15.27% | 22.26%-7.0pp | 35.38%-20.1pp | 25.83%-10.6pp |
| Employer contribution / active EE | $742 | $1,663-55.4% | $2,629-71.8% | $2,584-71.3% |
| Participant deferral / active EE | $2,605 | $3,244-19.7% | $4,672-44.2% | $4,194-37.9% |
| Admin fee / account holder | $995 | $4,839-79.4% | $9,418-89.4% | $7,856-87.3% |