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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 | $55,311 | $51,466+7.5% | $78,778-29.8% | $62,293-11.2% |
| Participation rate | 57.7% | 59.8%-2.1pp | 69.2%-11.5pp | 69.5%-11.8pp |
| Annual return | 17.36% | 19.96%-2.6pp | 35.62%-18.3pp | 28.90%-11.5pp |
| Employer contribution / active EE | $579 | $827-30.1% | $1,986-70.9% | $2,042-71.7% |
| Participant deferral / active EE | $1,660 | $2,147-22.7% | $2,958-43.9% | $3,169-47.6% |
| Admin fee / account holder | $1,564 | $489+219.6% | $5,134-69.5% | $479+226.3% |