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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 | $50,582 | $86,919-41.8% | $102,457-50.6% | $80,911-37.5% |
| Participation rate | 30.3% | 72.4%-42.1pp | 76.5%-46.2pp | 67.6%-37.3pp |
| Annual return | 20.09% | 18.90%+1.2pp | 29.41%-9.3pp | 35.63%-15.5pp |
| Employer contribution / active EE | $760 | $2,368-67.9% | $3,022-74.8% | $2,756-72.4% |
| Participant deferral / active EE | $1,900 | $4,119-53.9% | $5,054-62.4% | $4,297-55.8% |
| Admin fee / account holder | $3,774 | $8,049-53.1% | $9,451-60.1% | $6,935-45.6% |