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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 | $56,712 | $58,627-3.3% | $76,735-26.1% | $82,448-31.2% |
| Participation rate | 41.8% | 63.2%-21.4pp | 69.5%-27.7pp | 68.1%-26.3pp |
| Annual return | 15.12% | 39.10%-24.0pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,085 | $1,729-37.3% | $2,454-55.8% | $2,551-57.5% |
| Participant deferral / active EE | $3,276 | $3,134+4.5% | $4,088-19.9% | $4,139-20.9% |
| Admin fee / account holder | $2,728 | $5,323-48.8% | $7,189-62.1% | $7,234-62.3% |