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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 | $53,399 | $54,541-2.1% | $78,778-32.2% | $70,126-23.9% |
| Participation rate | 42.1% | 60.8%-18.7pp | 69.2%-27.1pp | 69.5%-27.4pp |
| Annual return | 13.63% | 21.07%-7.4pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $683 | $1,089-37.3% | $1,986-65.6% | $2,343-70.9% |
| Participant deferral / active EE | $2,611 | $2,210+18.1% | $2,958-11.7% | $3,332-21.6% |
| Admin fee / account holder | $5,636 | $3,709+52.0% | $5,134+9.8% | $4,645+21.3% |