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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 | $68,513 | $74,535-8.1% | $100,712-32.0% | $82,637-17.1% |
| Participation rate | 50.5% | 61.2%-10.6pp | 69.3%-18.7pp | 68.1%-17.5pp |
| Annual return | 14.76% | 18.92%-4.2pp | 33.27%-18.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,676 | $1,503+11.6% | $2,313-27.5% | $2,552-34.3% |
| Participant deferral / active EE | $3,173 | $3,074+3.2% | $4,085-22.3% | $4,126-23.1% |
| Admin fee / account holder | $3,749 | $6,576-43.0% | $9,256-59.5% | $7,339-48.9% |