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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 | $78,651 | $69,444+13.3% | $92,985-15.4% | $87,485-10.1% |
| Participation rate | 59.6% | 63.3%-3.6pp | 69.5%-9.8pp | 68.9%-9.3pp |
| Annual return | 13.54% | 23.85%-10.3pp | 27.99%-14.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,588 | $1,917-17.2% | $2,662-40.4% | $2,596-38.8% |
| Participant deferral / active EE | $2,352 | $3,364-30.1% | $4,377-46.3% | $4,274-45.0% |
| Admin fee / account holder | $1,848 | $6,137-69.9% | $9,463-80.5% | $7,775-76.2% |