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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 | $74,766 | $67,894+10.1% | $89,340-16.3% | $82,448-9.3% |
| Participation rate | 46.2% | 64.0%-17.9pp | 69.6%-23.4pp | 68.1%-21.9pp |
| Annual return | 15.84% | 19.21%-3.4pp | 20.57%-4.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,813 | $1,828-0.8% | $2,231-18.8% | $2,551-28.9% |
| Participant deferral / active EE | $2,943 | $3,072-4.2% | $3,823-23.0% | $4,139-28.9% |
| Admin fee / account holder | $7,496 | $5,723+31.0% | $6,704+11.8% | $7,234+3.6% |