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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 | $57,781 | $58,523-1.3% | $99,470-41.9% | $72,983-20.8% |
| Participation rate | 46.7% | 64.6%-18.0pp | 73.8%-27.2pp | 69.5%-22.8pp |
| Annual return | 22.43% | 28.51%-6.1pp | 30.72%-8.3pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,168 | $1,512-22.8% | $2,540-54.0% | $2,440-52.1% |
| Participant deferral / active EE | $2,190 | $2,606-15.9% | $3,619-39.5% | $3,608-39.3% |
| Admin fee / account holder | $5,856 | $4,102+42.8% | $6,252-6.3% | $5,124+14.3% |