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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 | $33,857 | $54,541-37.9% | $78,778-57.0% | $70,126-51.7% |
| Participation rate | 56.1% | 60.8%-4.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 19.98% | 21.07%-1.1pp | 35.62%-15.6pp | 73.15%-53.2pp |
| Employer contribution / active EE | $859 | $1,089-21.0% | $1,986-56.7% | $2,343-63.3% |
| Participant deferral / active EE | $2,390 | $2,210+8.1% | $2,958-19.2% | $3,332-28.3% |
| Admin fee / account holder | $3,566 | $3,709-3.8% | $5,134-30.5% | $4,645-23.2% |