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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 | $53,721 | $60,349-11.0% | $74,184-27.6% | $62,881-14.6% |
| Participation rate | 67.9% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.4pp |
| Annual return | 5.47% | 21.38%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $415 | $1,680-75.3% | $2,370-82.5% | $2,281-81.8% |
| Participant deferral / active EE | $2,914 | $2,856+2.0% | $3,550-17.9% | $3,203-9.0% |
| Admin fee / account holder | $5,350 | $4,261+25.6% | $5,586-4.2% | $4,296+24.6% |