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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 | $82,685 | $69,444+19.1% | $92,985-11.1% | $87,485-5.5% |
| Participation rate | 51.5% | 63.3%-11.8pp | 69.5%-18.0pp | 68.9%-17.4pp |
| Annual return | 16.14% | 23.85%-7.7pp | 27.99%-11.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,457 | $1,917-24.0% | $2,662-45.3% | $2,596-43.9% |
| Participant deferral / active EE | $3,706 | $3,364+10.2% | $4,377-15.3% | $4,274-13.3% |
| Admin fee / account holder | $3,763 | $6,137-38.7% | $9,463-60.2% | $7,775-51.6% |