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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 | $56,451 | $58,493-3.5% | $84,021-32.8% | $72,975-22.6% |
| Participation rate | 53.2% | 61.2%-8.1pp | 69.0%-15.9pp | 69.5%-16.3pp |
| Annual return | 21.47% | 28.93%-7.5pp | 71.32%-49.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $350 | $1,163-69.9% | $1,984-82.3% | $2,440-85.6% |
| Participant deferral / active EE | $3,039 | $2,394+26.9% | $3,239-6.2% | $3,608-15.8% |
| Admin fee / account holder | $3,587 | $4,569-21.5% | $6,102-41.2% | $5,124-30.0% |