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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 | $77,443 | $95,453-18.9% | $112,040-30.9% | $82,448-6.1% |
| Participation rate | 51.0% | 72.8%-21.8pp | 76.5%-25.5pp | 68.1%-17.1pp |
| Annual return | 15.49% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,940 | $2,318-16.3% | $2,954-34.3% | $2,551-24.0% |
| Participant deferral / active EE | $4,175 | $4,224-1.1% | $5,098-18.1% | $4,139+0.9% |
| Admin fee / account holder | $1,191 | $9,013-86.8% | $12,098-90.2% | $7,234-83.5% |