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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 | $53,386 | $58,493-8.7% | $84,023-36.5% | $72,976-26.8% |
| Participation rate | 53.9% | 61.2%-7.3pp | 69.0%-15.1pp | 69.5%-15.5pp |
| Annual return | 22.14% | 28.93%-6.8pp | 71.32%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $939 | $1,163-19.2% | $1,984-52.7% | $2,440-61.5% |
| Participant deferral / active EE | $2,487 | $2,394+3.9% | $3,239-23.2% | $3,608-31.1% |
| Admin fee / account holder | $2,034 | $4,569-55.5% | $6,102-66.7% | $5,124-60.3% |