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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 | $56,909 | $60,349-5.7% | $74,184-23.3% | $62,881-9.5% |
| Participation rate | 53.7% | 72.7%-19.1pp | 76.6%-23.0pp | 69.3%-15.6pp |
| Annual return | 10.25% | 21.38%-11.1pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,419 | $1,680-15.5% | $2,370-40.1% | $2,281-37.8% |
| Participant deferral / active EE | $5,243 | $2,856+83.5% | $3,550+47.7% | $3,203+63.7% |
| Admin fee / account holder | $3,618 | $4,261-15.1% | $5,586-35.2% | $4,296-15.8% |