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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 | $54,093 | $54,541-0.8% | $78,778-31.3% | $70,126-22.9% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 15.88% | 21.07%-5.2pp | 35.62%-19.7pp | 73.15%-57.3pp |
| Employer contribution / active EE | $978 | $1,089-10.2% | $1,986-50.7% | $2,343-58.2% |
| Participant deferral / active EE | $2,587 | $2,210+17.1% | $2,958-12.5% | $3,332-22.4% |
| Admin fee / account holder | $2,359 | $3,709-36.4% | $5,134-54.1% | $4,645-49.2% |