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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 | $56,048 | $55,713+0.6% | $75,901-26.2% | $72,975-23.2% |
| Participation rate | 36.4% | 61.1%-24.8pp | 69.3%-32.9pp | 69.5%-33.1pp |
| Annual return | 24.27% | 27.60%-3.3pp | 30.76%-6.5pp | 81.01%-56.7pp |
| Employer contribution / active EE | $418 | $1,687-75.2% | $2,501-83.3% | $2,440-82.9% |
| Participant deferral / active EE | $1,052 | $2,634-60.0% | $3,603-70.8% | $3,608-70.8% |
| Admin fee / account holder | $859 | $3,980-78.4% | $5,420-84.2% | $5,124-83.2% |