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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 | $60,629 | $59,440+2.0% | $78,004-22.3% | $82,637-26.6% |
| Participation rate | 58.1% | 62.8%-4.8pp | 69.4%-11.4pp | 68.1%-10.0pp |
| Annual return | 14.99% | 40.24%-25.3pp | 31.07%-16.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $380 | $1,750-78.3% | $2,469-84.6% | $2,552-85.1% |
| Participant deferral / active EE | $2,119 | $3,138-32.5% | $4,092-48.2% | $4,126-48.6% |
| Admin fee / account holder | $1,994 | $5,504-63.8% | $7,578-73.7% | $7,339-72.8% |