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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 | $55,932 | $64,462-13.2% | $81,482-31.4% | $80,911-30.9% |
| Participation rate | 61.3% | 63.9%-2.6pp | 69.5%-8.2pp | 67.6%-6.4pp |
| Annual return | 12.93% | 16.35%-3.4pp | 24.79%-11.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $798 | $1,979-59.7% | $2,463-67.6% | $2,756-71.1% |
| Participant deferral / active EE | $1,995 | $3,094-35.5% | $3,885-48.7% | $4,297-53.6% |
| Admin fee / account holder | $1,652 | $5,678-70.9% | $5,761-71.3% | $6,935-76.2% |