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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 | $82,049 | $72,492+13.2% | $87,102-5.8% | $72,983+12.4% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.9%-20.6pp | 69.5%-13.2pp |
| Annual return | 16.00% | 24.46%-8.5pp | 28.19%-12.2pp | 81.01%-65.0pp |
| Employer contribution / active EE | $1,226 | $1,894-35.3% | $2,521-51.4% | $2,440-49.8% |
| Participant deferral / active EE | $3,229 | $3,270-1.2% | $4,048-20.2% | $3,608-10.5% |
| Admin fee / account holder | $1,132 | $5,055-77.6% | $7,491-84.9% | $5,124-77.9% |