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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 | $55,605 | $59,804-7.0% | $81,982-32.2% | $79,856-30.4% |
| Participation rate | 41.2% | 61.6%-20.5pp | 69.3%-28.1pp | 69.6%-28.5pp |
| Annual return | 18.24% | 17.56%+0.7pp | 41.31%-23.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $974 | $1,713-43.2% | $2,498-61.0% | $2,471-60.6% |
| Participant deferral / active EE | $3,246 | $2,695+20.4% | $3,722-12.8% | $3,741-13.2% |
| Admin fee / account holder | $520 | $4,288-87.9% | $5,665-90.8% | $5,306-90.2% |