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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 | $53,832 | $55,684-3.3% | $75,900-29.1% | $72,976-26.2% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.3%-1.3pp | 69.5%-1.5pp |
| Annual return | 21.11% | 27.60%-6.5pp | 30.73%-9.6pp | 81.02%-59.9pp |
| Employer contribution / active EE | $366 | $1,687-78.3% | $2,501-85.4% | $2,440-85.0% |
| Participant deferral / active EE | $2,140 | $2,634-18.7% | $3,604-40.6% | $3,608-40.7% |
| Admin fee / account holder | $6,573 | $3,981+65.1% | $5,421+21.2% | $5,124+28.3% |