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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 | $65,338 | $65,246+0.1% | $98,716-33.8% | $67,986-3.9% |
| Participation rate | 43.1% | 51.4%-8.3pp | 69.3%-26.2pp | 57.2%-14.1pp |
| Annual return | 21.45% | 20.58%+0.9pp | 31.81%-10.4pp | 31.67%-10.2pp |
| Employer contribution / active EE | $1,186 | $1,042+13.8% | $2,279-47.9% | $2,019-41.2% |
| Participant deferral / active EE | $1,954 | $2,594-24.7% | $4,048-51.7% | $3,358-41.8% |
| Admin fee / account holder | $8,791 | $4,561+92.8% | $8,703+1.0% | $3,203+174.5% |