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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 | $56,360 | $58,627-3.9% | $76,735-26.6% | $82,448-31.6% |
| Participation rate | 52.4% | 63.2%-10.8pp | 69.5%-17.1pp | 68.1%-15.6pp |
| Annual return | 14.01% | 39.10%-25.1pp | 29.77%-15.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $651 | $1,729-62.4% | $2,454-73.5% | $2,551-74.5% |
| Participant deferral / active EE | $2,051 | $3,134-34.6% | $4,088-49.8% | $4,139-50.5% |
| Admin fee / account holder | $1,390 | $5,323-73.9% | $7,189-80.7% | $7,234-80.8% |