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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 | $59,935 | $58,627+2.2% | $76,735-21.9% | $82,448-27.3% |
| Participation rate | 54.8% | 63.2%-8.4pp | 69.5%-14.7pp | 68.1%-13.2pp |
| Annual return | 13.51% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,927 | $1,729+11.4% | $2,454-21.5% | $2,551-24.5% |
| Participant deferral / active EE | $2,805 | $3,134-10.5% | $4,088-31.4% | $4,139-32.2% |
| Admin fee / account holder | $3,475 | $5,323-34.7% | $7,189-51.7% | $7,234-52.0% |