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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 | $54,510 | $56,544-3.6% | $75,501-27.8% | $70,124-22.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.4%-12.4pp | 69.5%-9.5pp |
| Annual return | 16.04% | 23.59%-7.6pp | 27.35%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $624 | $1,817-65.7% | $2,352-73.5% | $2,342-73.4% |
| Participant deferral / active EE | $2,207 | $2,580-14.4% | $3,142-29.8% | $3,332-33.7% |
| Admin fee / account holder | $5,350 | $3,827+39.8% | $5,801-7.8% | $4,645+15.2% |