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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 | $61,178 | $56,544+8.2% | $75,501-19.0% | $70,126-12.8% |
| Participation rate | 58.8% | 68.1%-9.3pp | 72.4%-13.5pp | 69.5%-10.7pp |
| Annual return | 17.48% | 23.59%-6.1pp | 27.35%-9.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,065 | $1,817-41.4% | $2,352-54.7% | $2,343-54.5% |
| Participant deferral / active EE | $2,244 | $2,580-13.0% | $3,142-28.6% | $3,332-32.6% |
| Admin fee / account holder | $3,283 | $3,827-14.2% | $5,801-43.4% | $4,645-29.3% |