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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 | $56,430 | $59,839-5.7% | $81,991-31.2% | $79,852-29.3% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.3%-20.5pp | 69.6%-20.9pp |
| Annual return | 12.44% | 17.56%-5.1pp | 41.31%-28.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $997 | $1,713-41.8% | $2,498-60.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,694 | $2,695-37.2% | $3,722-54.5% | $3,740-54.7% |
| Admin fee / account holder | $3,445 | $4,287-19.6% | $5,665-39.2% | $5,306-35.1% |