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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 | $55,892 | $55,8890% | $76,119-26.6% | $80,935-30.9% |
| Participation rate | 69.2% | 62.1%+7.2pp | 69.1%+0.2pp | 67.7%+1.6pp |
| Annual return | 11.17% | 20.58%-9.4pp | 361.25%-350.1pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,759 | $1,866-5.7% | $2,693-34.7% | $2,757-36.2% |
| Participant deferral / active EE | $2,736 | $3,051-10.3% | $4,259-35.8% | $4,299-36.4% |
| Admin fee / account holder | $4,293 | $5,241-18.1% | $6,421-33.1% | $6,924-38.0% |