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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 | $57,057+6.0% | $85,009-28.8% | $80,874-25.2% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 15.73% | 21.66%-5.9pp | 66.47%-50.7pp | 35.62%-19.9pp |
| Employer contribution / active EE | $797 | $1,799-55.7% | $2,728-70.8% | $2,756-71.1% |
| Participant deferral / active EE | $3,527 | $3,112+13.3% | $4,522-22.0% | $4,297-17.9% |
| Admin fee / account holder | $1,122 | $4,986-77.5% | $6,153-81.8% | $6,935-83.8% |