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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 | $56,461 | $75,720-25.4% | $90,312-37.5% | $86,983-35.1% |
| Participation rate | 55.6% | 66.3%-10.7pp | 72.9%-17.3pp | 69.5%-14.0pp |
| Annual return | 15.51% | 18.55%-3.0pp | 18.90%-3.4pp | 25.83%-10.3pp |
| Employer contribution / active EE | $849 | $1,945-56.4% | $2,243-62.2% | $2,584-67.2% |
| Participant deferral / active EE | $3,273 | $3,001+9.1% | $3,749-12.7% | $4,194-21.9% |
| Admin fee / account holder | $12,552 | $6,201+102.4% | $8,248+52.2% | $7,856+59.8% |