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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 | $53,289 | $57,140-6.7% | $85,240-37.5% | $80,959-34.2% |
| Participation rate | 57.7% | 56.4%+1.3pp | 67.5%-9.8pp | 67.7%-10.0pp |
| Annual return | 10.73% | 21.71%-11.0pp | 66.75%-56.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,806 | $1,802+0.2% | $2,735-34.0% | $2,757-34.5% |
| Participant deferral / active EE | $2,551 | $3,115-18.1% | $4,527-43.6% | $4,300-40.7% |
| Admin fee / account holder | $3,165 | $4,992-36.6% | $6,165-48.7% | $6,925-54.3% |