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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 | $74,535-17.3% | $100,712-38.8% | $82,637-25.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 20.85% | 18.92%+1.9pp | 33.27%-12.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,414 | $1,503-5.9% | $2,313-38.9% | $2,552-44.6% |
| Participant deferral / active EE | $2,251 | $3,074-26.8% | $4,085-44.9% | $4,126-45.4% |
| Admin fee / account holder | $605 | $6,576-90.8% | $9,256-93.5% | $7,339-91.8% |