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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 | $60,424 | $58,627+3.1% | $76,735-21.3% | $82,448-26.7% |
| Participation rate | 25.0% | 63.2%-38.2pp | 69.5%-44.5pp | 68.1%-43.1pp |
| Annual return | 17.09% | 39.10%-22.0pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $977 | $1,729-43.5% | $2,454-60.2% | $2,551-61.7% |
| Participant deferral / active EE | $1,113 | $3,134-64.5% | $4,088-72.8% | $4,139-73.1% |
| Admin fee / account holder | $439 | $5,323-91.8% | $7,189-93.9% | $7,234-93.9% |