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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 | $57,220 | $57,061+0.3% | $85,063-32.7% | $80,911-29.3% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 10.57% | 21.66%-11.1pp | 66.54%-56.0pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,615 | $1,799-10.2% | $2,727-40.8% | $2,756-41.4% |
| Participant deferral / active EE | $2,390 | $3,110-23.1% | $4,523-47.1% | $4,297-44.4% |
| Admin fee / account holder | $1,831 | $4,986-63.3% | $6,155-70.2% | $6,935-73.6% |