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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 | $50,756 | $54,541-6.9% | $78,778-35.6% | $70,126-27.6% |
| Participation rate | 43.1% | 60.8%-17.7pp | 69.2%-26.1pp | 69.5%-26.5pp |
| Annual return | 18.02% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $729 | $1,089-33.0% | $1,986-63.3% | $2,343-68.9% |
| Participant deferral / active EE | $1,271 | $2,210-42.5% | $2,958-57.0% | $3,332-61.9% |
| Admin fee / account holder | $1,160 | $3,709-68.7% | $5,134-77.4% | $4,645-75.0% |