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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 | $51,989 | $54,541-4.7% | $78,778-34.0% | $70,126-25.9% |
| Participation rate | 69.8% | 60.8%+9.0pp | 69.2%+0.6pp | 69.5%+0.3pp |
| Annual return | 16.15% | 21.07%-4.9pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $993 | $1,089-8.8% | $1,986-50.0% | $2,343-57.6% |
| Participant deferral / active EE | $2,057 | $2,210-6.9% | $2,958-30.5% | $3,332-38.2% |
| Admin fee / account holder | $1,757 | $3,709-52.6% | $5,134-65.8% | $4,645-62.2% |