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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 | $54,183 | $54,541-0.7% | $78,778-31.2% | $70,126-22.7% |
| Participation rate | 59.7% | 60.8%-1.1pp | 69.2%-9.5pp | 69.5%-9.8pp |
| Annual return | 16.20% | 21.07%-4.9pp | 35.62%-19.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $495 | $1,089-54.5% | $1,986-75.1% | $2,343-78.9% |
| Participant deferral / active EE | $2,403 | $2,210+8.7% | $2,958-18.8% | $3,332-27.9% |
| Admin fee / account holder | $7,866 | $3,709+112.1% | $5,134+53.2% | $4,645+69.3% |