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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 | $57,073-6.6% | $85,126-37.4% | $80,925-34.1% |
| Participation rate | 57.7% | 56.4%+1.3pp | 67.5%-9.8pp | 67.7%-10.0pp |
| Annual return | 10.73% | 21.69%-11.0pp | 66.63%-55.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,806 | $1,801+0.3% | $2,731-33.9% | $2,756-34.5% |
| Participant deferral / active EE | $2,551 | $3,113-18.0% | $4,523-43.6% | $4,299-40.6% |
| Admin fee / account holder | $3,165 | $4,988-36.5% | $6,160-48.6% | $6,940-54.4% |