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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 | $60,804 | $73,787-17.6% | $98,716-38.4% | $82,448-26.3% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.3%-17.9pp | 68.1%-16.7pp |
| Annual return | 18.19% | 18.57%-0.4pp | 31.81%-13.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,575 | $1,511+4.2% | $2,279-30.9% | $2,551-38.3% |
| Participant deferral / active EE | $3,608 | $3,081+17.1% | $4,048-10.9% | $4,139-12.8% |
| Admin fee / account holder | $5,071 | $6,500-22.0% | $8,703-41.7% | $7,234-29.9% |