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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 | $57,587 | $52,580+9.5% | $71,671-19.7% | $70,126-17.9% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 16.17% | 20.25%-4.1pp | 20.65%-4.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $944 | $1,616-41.6% | $2,460-61.6% | $2,343-59.7% |
| Participant deferral / active EE | $2,338 | $2,386-2.0% | $3,438-32.0% | $3,332-29.8% |
| Admin fee / account holder | $3,772 | $3,653+3.3% | $5,558-32.1% | $4,645-18.8% |