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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 | $51,579 | $60,349-14.5% | $74,184-30.5% | $62,881-18.0% |
| Participation rate | 58.1% | 72.7%-14.7pp | 76.6%-18.6pp | 69.3%-11.2pp |
| Annual return | 6.50% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,321 | $1,680-21.4% | $2,370-44.2% | $2,281-42.1% |
| Participant deferral / active EE | $2,993 | $2,856+4.8% | $3,550-15.7% | $3,203-6.6% |
| Admin fee / account holder | $519 | $4,261-87.8% | $5,586-90.7% | $4,296-87.9% |