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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 | $52,603 | $63,082-16.6% | $81,716-35.6% | $79,852-34.1% |
| Participation rate | 66.1% | 67.5%-1.5pp | 72.0%-5.9pp | 69.6%-3.6pp |
| Annual return | 18.59% | 22.66%-4.1pp | 29.49%-10.9pp | 31.72%-13.1pp |
| Employer contribution / active EE | $355 | $1,795-80.3% | $4,310-91.8% | $2,471-85.7% |
| Participant deferral / active EE | $2,287 | $2,780-17.8% | $7,108-67.8% | $3,740-38.9% |
| Admin fee / account holder | $8,857 | $4,428+100.0% | $5,159+71.7% | $5,306+66.9% |