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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 | $56,772 | $56,544+0.4% | $75,501-24.8% | $70,126-19.0% |
| Participation rate | 53.1% | 68.1%-15.0pp | 72.4%-19.2pp | 69.5%-16.4pp |
| Annual return | 13.49% | 23.59%-10.1pp | 27.35%-13.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,114 | $1,817-38.7% | $2,352-52.6% | $2,343-52.5% |
| Participant deferral / active EE | $3,862 | $2,580+49.7% | $3,142+22.9% | $3,332+15.9% |
| Admin fee / account holder | $14,126 | $3,827+269.2% | $5,801+143.5% | $4,645+204.1% |