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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 | $64,140 | $67,606-5.1% | $82,313-22.1% | $70,124-8.5% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 14.55% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,340 | $1,755-23.6% | $2,428-44.8% | $2,342-42.8% |
| Participant deferral / active EE | $2,026 | $2,987-32.2% | $3,706-45.3% | $3,332-39.2% |
| Admin fee / account holder | $2,094 | $4,512-53.6% | $5,608-62.7% | $4,645-54.9% |