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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 | $57,711 | $59,804-3.5% | $81,982-29.6% | $79,856-27.7% |
| Participation rate | 44.9% | 61.6%-16.7pp | 69.3%-24.3pp | 69.6%-24.7pp |
| Annual return | 16.99% | 17.56%-0.6pp | 41.31%-24.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,126 | $1,713-34.3% | $2,498-54.9% | $2,471-54.4% |
| Participant deferral / active EE | $1,797 | $2,695-33.3% | $3,722-51.7% | $3,741-52.0% |
| Admin fee / account holder | $4,630 | $4,288+8.0% | $5,665-18.3% | $5,306-12.8% |