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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 | $56,856 | $86,919-34.6% | $102,457-44.5% | $80,911-29.7% |
| Participation rate | 56.9% | 72.4%-15.4pp | 76.5%-19.5pp | 67.6%-10.7pp |
| Annual return | 16.05% | 18.90%-2.8pp | 29.41%-13.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $854 | $2,368-63.9% | $3,022-71.7% | $2,756-69.0% |
| Participant deferral / active EE | $2,423 | $4,119-41.2% | $5,054-52.1% | $4,297-43.6% |
| Admin fee / account holder | $2,370 | $8,049-70.6% | $9,451-74.9% | $6,935-65.8% |