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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 | $58,063 | $57,575+0.8% | $124,067-53.2% | $86,983-33.2% |
| Participation rate | 40.5% | 62.3%-21.8pp | 66.9%-26.4pp | 69.5%-29.1pp |
| Annual return | 13.49% | 19.65%-6.2pp | 31.06%-17.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,060 | $1,615-34.4% | $2,166-51.1% | $2,584-59.0% |
| Participant deferral / active EE | $1,945 | $2,623-25.9% | $3,463-43.9% | $4,194-53.6% |
| Admin fee / account holder | $3,567 | $8,506-58.1% | $7,351-51.5% | $7,856-54.6% |