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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 | $60,963 | $57,590+5.9% | $86,233-29.3% | $82,448-26.1% |
| Participation rate | 16.4% | 57.9%-41.5pp | 69.0%-52.7pp | 68.1%-51.7pp |
| Annual return | 16.64% | 22.41%-5.8pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $357 | $1,655-78.5% | $2,504-85.8% | $2,551-86.0% |
| Participant deferral / active EE | $1,043 | $3,080-66.1% | $4,559-77.1% | $4,139-74.8% |
| Admin fee / account holder | $2,211 | $4,730-53.3% | $8,342-73.5% | $7,234-69.4% |