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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 | $61,320 | $57,590+6.5% | $86,233-28.9% | $82,448-25.6% |
| Participation rate | 53.1% | 57.9%-4.7pp | 69.0%-15.9pp | 68.1%-14.9pp |
| Annual return | 16.49% | 22.41%-5.9pp | 61.39%-44.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,236 | $1,655-25.3% | $2,504-50.6% | $2,551-51.5% |
| Participant deferral / active EE | $3,472 | $3,080+12.7% | $4,559-23.8% | $4,139-16.1% |
| Admin fee / account holder | $813 | $4,730-82.8% | $8,342-90.3% | $7,234-88.8% |