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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 | $56,072 | $60,349-7.1% | $74,184-24.4% | $62,881-10.8% |
| Participation rate | 55.3% | 72.7%-17.4pp | 76.6%-21.3pp | 69.3%-14.0pp |
| Annual return | 5.97% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $357 | $1,680-78.7% | $2,370-84.9% | $2,281-84.3% |
| Participant deferral / active EE | $2,207 | $2,856-22.7% | $3,550-37.8% | $3,203-31.1% |
| Admin fee / account holder | $1,060 | $4,261-75.1% | $5,586-81.0% | $4,296-75.3% |