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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 | $52,467 | $43,075+21.8% | $74,577-29.6% | $62,881-16.6% |
| Participation rate | 63.3% | 58.1%+5.3pp | 68.1%-4.8pp | 69.3%-6.0pp |
| Annual return | 6.57% | 17.50%-10.9pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $551 | $1,498-63.2% | $2,525-78.2% | $2,281-75.8% |
| Participant deferral / active EE | $1,464 | $2,389-38.7% | $3,458-57.7% | $3,203-54.3% |
| Admin fee / account holder | $1,605 | $2,840-43.5% | $4,138-61.2% | $4,296-62.6% |