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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 | $55,295 | $60,349-8.4% | $74,184-25.5% | $62,881-12.1% |
| Participation rate | 55.8% | 72.7%-17.0pp | 76.6%-20.8pp | 69.3%-13.5pp |
| Annual return | 8.99% | 21.38%-12.4pp | 17.74%-8.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $427 | $1,680-74.6% | $2,370-82.0% | $2,281-81.3% |
| Participant deferral / active EE | $3,494 | $2,856+22.3% | $3,550-1.6% | $3,203+9.1% |
| Admin fee / account holder | $6,706 | $4,261+57.4% | $5,586+20.1% | $4,296+56.1% |