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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 | $59,594 | $59,839-0.4% | $81,991-27.3% | $79,852-25.4% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.3%-16.4pp | 69.6%-16.8pp |
| Annual return | 17.46% | 17.56%-0.1pp | 41.31%-23.9pp | 31.72%-14.3pp |
| Employer contribution / active EE | $403 | $1,713-76.5% | $2,498-83.9% | $2,471-83.7% |
| Participant deferral / active EE | $1,525 | $2,695-43.4% | $3,722-59.0% | $3,740-59.2% |
| Admin fee / account holder | $778 | $4,287-81.8% | $5,665-86.3% | $5,306-85.3% |