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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 | $74,568 | $77,574-3.9% | $108,753-31.4% | $86,983-14.3% |
| Participation rate | 42.9% | 62.3%-19.4pp | 71.1%-28.2pp | 69.5%-26.7pp |
| Annual return | 13.32% | 18.42%-5.1pp | 37.47%-24.1pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,450 | $1,611-10.0% | $2,427-40.2% | $2,584-43.9% |
| Participant deferral / active EE | $3,211 | $3,128+2.6% | $4,115-22.0% | $4,194-23.4% |
| Admin fee / account holder | $3,023 | $6,529-53.7% | $10,320-70.7% | $7,856-61.5% |