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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 | $68,554 | $67,602+1.4% | $82,312-16.7% | $70,126-2.2% |
| Participation rate | 44.6% | 72.8%-28.1pp | 76.9%-32.3pp | 69.5%-24.9pp |
| Annual return | 15.78% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,150 | $1,755-34.5% | $2,428-52.7% | $2,343-50.9% |
| Participant deferral / active EE | $2,483 | $2,987-16.9% | $3,706-33.0% | $3,332-25.5% |
| Admin fee / account holder | $2,767 | $4,512-38.7% | $5,608-50.6% | $4,645-40.4% |