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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 | $60,364 | $58,627+3.0% | $76,735-21.3% | $82,448-26.8% |
| Participation rate | 47.3% | 63.2%-15.9pp | 69.5%-22.2pp | 68.1%-20.8pp |
| Annual return | 13.80% | 39.10%-25.3pp | 29.77%-16.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $587 | $1,729-66.1% | $2,454-76.1% | $2,551-77.0% |
| Participant deferral / active EE | $1,924 | $3,134-38.6% | $4,088-52.9% | $4,139-53.5% |
| Admin fee / account holder | $5,756 | $5,323+8.1% | $7,189-19.9% | $7,234-20.4% |