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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 | $77,097 | $74,535+3.4% | $100,712-23.4% | $82,637-6.7% |
| Participation rate | 48.5% | 61.2%-12.7pp | 69.3%-20.8pp | 68.1%-19.6pp |
| Annual return | 24.73% | 18.92%+5.8pp | 33.27%-8.5pp | 53.51%-28.8pp |
| Employer contribution / active EE | $1,541 | $1,503+2.6% | $2,313-33.4% | $2,552-39.6% |
| Participant deferral / active EE | $3,080 | $3,074+0.2% | $4,085-24.6% | $4,126-25.4% |
| Admin fee / account holder | $2,740 | $6,576-58.3% | $9,256-70.4% | $7,339-62.7% |