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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 | $57,584 | $67,894-15.2% | $89,340-35.5% | $82,448-30.2% |
| Participation rate | 54.7% | 64.0%-9.3pp | 69.6%-14.8pp | 68.1%-13.4pp |
| Annual return | 16.41% | 19.21%-2.8pp | 20.57%-4.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,141 | $1,828-37.6% | $2,231-48.9% | $2,551-55.3% |
| Participant deferral / active EE | $2,467 | $3,072-19.7% | $3,823-35.5% | $4,139-40.4% |
| Admin fee / account holder | $6,411 | $5,723+12.0% | $6,704-4.4% | $7,234-11.4% |