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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 | $58,257 | $57,119+2.0% | $85,187-31.6% | $80,935-28.0% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 15.55% | 21.70%-6.2pp | 66.67%-51.1pp | 35.66%-20.1pp |
| Employer contribution / active EE | $853 | $1,802-52.7% | $2,732-68.8% | $2,757-69.1% |
| Participant deferral / active EE | $2,508 | $3,115-19.5% | $4,525-44.6% | $4,299-41.7% |
| Admin fee / account holder | $1,076 | $4,990-78.4% | $6,162-82.5% | $6,924-84.5% |