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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 | $57,647 | $54,541+5.7% | $78,778-26.8% | $70,126-17.8% |
| Participation rate | 52.1% | 60.8%-8.7pp | 69.2%-17.1pp | 69.5%-17.5pp |
| Annual return | 18.27% | 21.07%-2.8pp | 35.62%-17.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $232 | $1,089-78.7% | $1,986-88.3% | $2,343-90.1% |
| Participant deferral / active EE | $2,215 | $2,210+0.2% | $2,958-25.1% | $3,332-33.5% |
| Admin fee / account holder | $988 | $3,709-73.4% | $5,134-80.8% | $4,645-78.7% |