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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 | $54,356 | $52,306+3.9% | $69,779-22.1% | $62,881-13.6% |
| Participation rate | 28.4% | 67.2%-38.8pp | 71.8%-43.4pp | 69.3%-40.9pp |
| Annual return | 15.43% | 13.35%+2.1pp | 12.99%+2.4pp | 20.14%-4.7pp |
| Employer contribution / active EE | $914 | $1,799-49.2% | $2,338-60.9% | $2,281-59.9% |
| Participant deferral / active EE | $1,662 | $2,395-30.6% | $2,931-43.3% | $3,203-48.1% |
| Admin fee / account holder | $1,309 | $3,691-64.5% | $4,381-70.1% | $4,296-69.5% |