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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 | $56,585 | $59,804-5.4% | $81,982-31.0% | $79,856-29.1% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.3%-13.2pp | 69.6%-13.5pp |
| Annual return | 19.50% | 17.56%+1.9pp | 41.31%-21.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,008 | $1,713-41.2% | $2,498-59.7% | $2,471-59.2% |
| Participant deferral / active EE | $2,970 | $2,695+10.2% | $3,722-20.2% | $3,741-20.6% |
| Admin fee / account holder | $1,308 | $4,288-69.5% | $5,665-76.9% | $5,306-75.3% |