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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 | $61,675 | $73,787-16.4% | $98,716-37.5% | $82,448-25.2% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 20.85% | 18.57%+2.3pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,414 | $1,511-6.4% | $2,279-37.9% | $2,551-44.6% |
| Participant deferral / active EE | $2,251 | $3,081-26.9% | $4,048-44.4% | $4,139-45.6% |
| Admin fee / account holder | $605 | $6,500-90.7% | $8,703-93.0% | $7,234-91.6% |