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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 | $60,372 | $64,462-6.3% | $81,482-25.9% | $80,911-25.4% |
| Participation rate | 53.2% | 63.9%-10.6pp | 69.5%-16.3pp | 67.6%-14.4pp |
| Annual return | 17.16% | 16.35%+0.8pp | 24.79%-7.6pp | 35.63%-18.5pp |
| Employer contribution / active EE | $617 | $1,979-68.8% | $2,463-74.9% | $2,756-77.6% |
| Participant deferral / active EE | $2,891 | $3,094-6.6% | $3,885-25.6% | $4,297-32.7% |
| Admin fee / account holder | $5,002 | $5,678-11.9% | $5,761-13.2% | $6,935-27.9% |