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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 | $59,386 | $69,273-14.3% | $90,796-34.6% | $82,637-28.1% |
| Participation rate | 54.2% | 64.0%-9.9pp | 69.5%-15.3pp | 68.1%-13.9pp |
| Annual return | 15.87% | 18.37%-2.5pp | 19.29%-3.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,175 | $1,865-37.0% | $2,294-48.8% | $2,552-54.0% |
| Participant deferral / active EE | $3,415 | $3,047+12.1% | $3,822-10.6% | $4,126-17.2% |
| Admin fee / account holder | $4,166 | $5,511-24.4% | $7,024-40.7% | $7,339-43.2% |