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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 | $63,901 | $63,9040% | $89,340-28.5% | $67,986-6.0% |
| Participation rate | 43.1% | 54.3%-11.3pp | 69.6%-26.5pp | 57.2%-14.1pp |
| Annual return | 15.21% | 18.09%-2.9pp | 20.57%-5.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,004 | $1,627-38.3% | $2,231-55.0% | $2,019-50.2% |
| Participant deferral / active EE | $2,870 | $2,691+6.7% | $3,823-24.9% | $3,358-14.5% |
| Admin fee / account holder | $1,204 | $3,315-63.7% | $6,704-82.0% | $3,203-62.4% |