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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 | $53,401 | $52,306+2.1% | $69,779-23.5% | $62,881-15.1% |
| Participation rate | 57.7% | 67.2%-9.5pp | 71.8%-14.1pp | 69.3%-11.6pp |
| Annual return | 8.18% | 13.35%-5.2pp | 12.99%-4.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,069 | $1,799-40.6% | $2,338-54.3% | $2,281-53.1% |
| Participant deferral / active EE | $1,766 | $2,395-26.3% | $2,931-39.7% | $3,203-44.9% |
| Admin fee / account holder | $982 | $3,691-73.4% | $4,381-77.6% | $4,296-77.1% |