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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 | $59,142 | $67,602-12.5% | $82,312-28.1% | $70,126-15.7% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.3pp | 69.5%0pp |
| Annual return | 19.57% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $517 | $1,755-70.5% | $2,428-78.7% | $2,343-77.9% |
| Participant deferral / active EE | $2,591 | $2,987-13.2% | $3,706-30.1% | $3,332-22.2% |
| Admin fee / account holder | $2,491 | $4,512-44.8% | $5,608-55.6% | $4,645-46.4% |