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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 | $58,381 | $56,121+4.0% | $92,985-37.2% | $64,340-9.3% |
| Participation rate | 27.8% | 44.9%-17.2pp | 69.5%-41.7pp | 55.2%-27.5pp |
| Annual return | 20.06% | 19.19%+0.9pp | 27.99%-7.9pp | 24.14%-4.1pp |
| Employer contribution / active EE | $668 | $1,351-50.6% | $2,662-74.9% | $1,862-64.1% |
| Participant deferral / active EE | $1,754 | $2,362-25.7% | $4,377-59.9% | $2,980-41.1% |
| Admin fee / account holder | $675 | $6,869-90.2% | $9,463-92.9% | $3,703-81.8% |