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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 | $53,816 | $43,338+24.2% | $59,887-10.1% | $64,173-16.1% |
| Participation rate | 56.9% | 69.2%-12.3pp | 74.7%-17.8pp | 69.6%-12.7pp |
| Annual return | 8.96% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $374 | $2,030-81.6% | $2,722-86.2% | $2,381-84.3% |
| Participant deferral / active EE | $1,117 | $2,547-56.1% | $3,402-67.2% | $3,470-67.8% |
| Admin fee / account holder | $2,854 | $3,007-5.1% | $3,591-20.5% | $4,887-41.6% |