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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 | $65,246-12.2% | $98,716-42.0% | $67,986-15.7% |
| Participation rate | 45.5% | 51.4%-6.0pp | 69.3%-23.8pp | 57.2%-11.8pp |
| Annual return | 18.54% | 20.58%-2.0pp | 31.81%-13.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $978 | $1,042-6.2% | $2,279-57.1% | $2,019-51.6% |
| Participant deferral / active EE | $3,455 | $2,594+33.2% | $4,048-14.6% | $3,358+2.9% |
| Admin fee / account holder | $4,124 | $4,561-9.6% | $8,703-52.6% | $3,203+28.7% |