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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 | $74,694 | $77,569-3.7% | $115,599-35.4% | $64,097+16.5% |
| Participation rate | 55.0% | 60.7%-5.7pp | 74.3%-19.3pp | 55.2%-0.2pp |
| Annual return | 18.35% | 18.52%-0.2pp | 111.10%-92.7pp | 34.64%-16.3pp |
| Employer contribution / active EE | $911 | $1,915-52.4% | $2,955-69.2% | $1,891-51.8% |
| Participant deferral / active EE | $3,151 | $3,327-5.3% | $4,889-35.6% | $3,080+2.3% |
| Admin fee / account holder | $2,850 | $4,470-36.2% | $12,841-77.8% | $3,454-17.5% |