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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 | $53,881 | $55,684-3.2% | $75,900-29.0% | $72,976-26.2% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.3%-15.4pp | 69.5%-15.6pp |
| Annual return | 17.01% | 27.60%-10.6pp | 30.73%-13.7pp | 81.02%-64.0pp |
| Employer contribution / active EE | $1,996 | $1,687+18.3% | $2,501-20.2% | $2,440-18.2% |
| Participant deferral / active EE | $3,534 | $2,634+34.2% | $3,604-1.9% | $3,608-2.0% |
| Admin fee / account holder | $1,509 | $3,981-62.1% | $5,421-72.2% | $5,124-70.5% |