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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 | $52,853 | $77,574-31.9% | $108,753-51.4% | $86,983-39.2% |
| Participation rate | 53.6% | 62.3%-8.7pp | 71.1%-17.5pp | 69.5%-16.0pp |
| Annual return | 17.24% | 18.42%-1.2pp | 37.47%-20.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $628 | $1,611-61.0% | $2,427-74.1% | $2,584-75.7% |
| Participant deferral / active EE | $3,160 | $3,128+1.0% | $4,115-23.2% | $4,194-24.7% |
| Admin fee / account holder | $1,848 | $6,529-71.7% | $10,320-82.1% | $7,856-76.5% |