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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 | $57,535 | $51,466+11.8% | $78,778-27.0% | $62,293-7.6% |
| Participation rate | 30.0% | 59.8%-29.8pp | 69.2%-39.2pp | 69.5%-39.5pp |
| Annual return | 15.91% | 19.96%-4.0pp | 35.62%-19.7pp | 28.90%-13.0pp |
| Employer contribution / active EE | $980 | $827+18.4% | $1,986-50.7% | $2,042-52.0% |
| Participant deferral / active EE | $2,143 | $2,147-0.2% | $2,958-27.5% | $3,169-32.4% |
| Admin fee / account holder | $3,699 | $489+656.0% | $5,134-27.9% | $479+671.8% |