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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 | $63,809-5.4% | $81,353-25.8% | $80,935-25.4% |
| Participation rate | 53.2% | 63.9%-10.7pp | 69.5%-16.3pp | 67.7%-14.4pp |
| Annual return | 17.16% | 16.37%+0.8pp | 24.82%-7.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $617 | $1,981-68.8% | $2,464-75.0% | $2,757-77.6% |
| Participant deferral / active EE | $2,891 | $3,093-6.5% | $3,885-25.6% | $4,299-32.8% |
| Admin fee / account holder | $5,002 | $5,686-12.0% | $5,766-13.3% | $6,924-27.8% |