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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 | $69,273-18.5% | $90,796-37.8% | $82,637-31.7% |
| Participation rate | 55.6% | 64.0%-8.5pp | 69.5%-13.9pp | 68.1%-12.5pp |
| Annual return | 15.51% | 18.37%-2.9pp | 19.29%-3.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $849 | $1,865-54.5% | $2,294-63.0% | $2,552-66.7% |
| Participant deferral / active EE | $3,273 | $3,047+7.4% | $3,822-14.3% | $4,126-20.7% |
| Admin fee / account holder | $12,552 | $5,511+127.8% | $7,024+78.7% | $7,339+71.0% |