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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 | $57,291 | $63,456-9.7% | $100,712-43.1% | $64,097-10.6% |
| Participation rate | 45.5% | 49.7%-4.2pp | 69.3%-23.8pp | 55.2%-9.7pp |
| Annual return | 18.54% | 19.65%-1.1pp | 33.27%-14.7pp | 34.64%-16.1pp |
| Employer contribution / active EE | $978 | $1,003-2.5% | $2,313-57.7% | $1,891-48.3% |
| Participant deferral / active EE | $3,455 | $2,463+40.3% | $4,085-15.4% | $3,080+12.2% |
| Admin fee / account holder | $4,124 | $4,808-14.2% | $9,256-55.4% | $3,454+19.4% |