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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 | $60,500 | $57,119+5.9% | $85,187-29.0% | $80,935-25.2% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 15.73% | 21.70%-6.0pp | 66.67%-50.9pp | 35.66%-19.9pp |
| Employer contribution / active EE | $797 | $1,802-55.7% | $2,732-70.8% | $2,757-71.1% |
| Participant deferral / active EE | $3,527 | $3,115+13.2% | $4,525-22.1% | $4,299-18.0% |
| Admin fee / account holder | $1,122 | $4,990-77.5% | $6,162-81.8% | $6,924-83.8% |