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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 | $60,533 | $67,602-10.5% | $82,312-26.5% | $70,126-13.7% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.9%-32.8pp | 69.5%-25.5pp |
| Annual return | 14.30% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $860 | $1,755-51.0% | $2,428-64.6% | $2,343-63.3% |
| Participant deferral / active EE | $1,838 | $2,987-38.5% | $3,706-50.4% | $3,332-44.8% |
| Admin fee / account holder | $6,113 | $4,512+35.5% | $5,608+9.0% | $4,645+31.6% |