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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 | $74,943 | $73,787+1.6% | $98,716-24.1% | $82,448-9.1% |
| Participation rate | 57.8% | 61.4%-3.6pp | 69.3%-11.5pp | 68.1%-10.3pp |
| Annual return | 13.62% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,547 | $1,511+2.4% | $2,279-32.1% | $2,551-39.4% |
| Participant deferral / active EE | $2,533 | $3,081-17.8% | $4,048-37.4% | $4,139-38.8% |
| Admin fee / account holder | $9,635 | $6,500+48.2% | $8,703+10.7% | $7,234+33.2% |