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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 | $56,529 | $58,851-3.9% | $115,170-50.9% | $72,983-22.5% |
| Participation rate | 41.3% | 65.5%-24.3pp | 75.9%-34.7pp | 69.5%-28.2pp |
| Annual return | 27.67% | 23.16%+4.5pp | 35.60%-7.9pp | 81.01%-53.3pp |
| Employer contribution / active EE | $708 | $1,798-60.6% | $3,179-77.7% | $2,440-71.0% |
| Participant deferral / active EE | $2,659 | $2,643+0.6% | $4,169-36.2% | $3,608-26.3% |
| Admin fee / account holder | $2,461 | $6,370-61.4% | $7,089-65.3% | $5,124-52.0% |