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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 | $59,075 | $65,376-9.6% | $87,104-32.2% | $65,185-9.4% |
| Participation rate | 55.4% | 75.3%-19.9pp | 76.9%-21.4pp | 70.2%-14.8pp |
| Annual return | 21.52% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $854 | $1,822-53.1% | $2,521-66.1% | $2,177-60.8% |
| Participant deferral / active EE | $2,558 | $3,388-24.5% | $4,048-36.8% | $3,514-27.2% |
| Admin fee / account holder | $496 | $520-4.6% | $7,491-93.4% | $847-41.5% |