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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 | $57,061+2.1% | $85,063-31.5% | $80,911-28.0% |
| Participation rate | 40.0% | 56.3%-16.3pp | 67.5%-27.5pp | 67.6%-27.6pp |
| Annual return | 15.55% | 21.66%-6.1pp | 66.54%-51.0pp | 35.63%-20.1pp |
| Employer contribution / active EE | $853 | $1,799-52.6% | $2,727-68.7% | $2,756-69.1% |
| Participant deferral / active EE | $2,508 | $3,110-19.4% | $4,523-44.6% | $4,297-41.6% |
| Admin fee / account holder | $1,076 | $4,986-78.4% | $6,155-82.5% | $6,935-84.5% |