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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 | $80,967 | $76,564+5.8% | $105,582-23.3% | $94,015-13.9% |
| Participation rate | 40.8% | 65.2%-24.4pp | 71.8%-31.0pp | 70.8%-30.0pp |
| Annual return | 15.17% | 20.69%-5.5pp | 18.61%-3.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,103 | $1,995-44.7% | $2,984-63.0% | $2,790-60.5% |
| Participant deferral / active EE | $2,436 | $3,320-26.6% | $4,353-44.1% | $4,249-42.7% |
| Admin fee / account holder | $1,401 | $7,129-80.3% | $12,856-89.1% | $8,951-84.3% |