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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 | $59,127 | $57,575+2.7% | $124,067-52.3% | $86,983-32.0% |
| Participation rate | 50.6% | 62.3%-11.6pp | 66.9%-16.3pp | 69.5%-18.9pp |
| Annual return | 15.43% | 19.65%-4.2pp | 31.06%-15.6pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,632 | $1,615+1.0% | $2,166-24.7% | $2,584-36.9% |
| Participant deferral / active EE | $3,776 | $2,623+44.0% | $3,463+9.0% | $4,194-10.0% |
| Admin fee / account holder | $3,489 | $8,506-59.0% | $7,351-52.5% | $7,856-55.6% |