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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 | $61,787 | $76,834-19.6% | $108,359-43.0% | $87,485-29.4% |
| Participation rate | 56.3% | 61.7%-5.5pp | 70.1%-13.9pp | 68.9%-12.7pp |
| Annual return | 17.93% | 19.09%-1.2pp | 36.89%-19.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $801 | $1,556-48.5% | $2,399-66.6% | $2,596-69.1% |
| Participant deferral / active EE | $4,144 | $3,100+33.7% | $4,137+0.2% | $4,274-3.0% |
| Admin fee / account holder | $3,339 | $6,537-48.9% | $9,741-65.7% | $7,775-57.1% |