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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 | $56,554 | $54,763+3.3% | $90,324-37.4% | $72,976-22.5% |
| Participation rate | 51.4% | 65.2%-13.8pp | 73.3%-21.9pp | 69.5%-18.1pp |
| Annual return | 27.58% | 30.63%-3.0pp | 78.15%-50.6pp | 81.02%-53.4pp |
| Employer contribution / active EE | $919 | $2,093-56.1% | $2,856-67.8% | $2,440-62.3% |
| Participant deferral / active EE | $1,586 | $2,887-45.1% | $3,885-59.2% | $3,608-56.0% |
| Admin fee / account holder | $909 | $3,973-77.1% | $5,356-83.0% | $5,124-82.3% |