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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 | $57,361 | $57,590-0.4% | $86,233-33.5% | $82,448-30.4% |
| Participation rate | 51.5% | 57.9%-6.3pp | 69.0%-17.5pp | 68.1%-16.6pp |
| Annual return | 17.52% | 22.41%-4.9pp | 61.39%-43.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,777 | $1,655+7.3% | $2,504-29.1% | $2,551-30.4% |
| Participant deferral / active EE | $3,733 | $3,080+21.2% | $4,559-18.1% | $4,139-9.8% |
| Admin fee / account holder | $8,033 | $4,730+69.8% | $8,342-3.7% | $7,234+11.0% |