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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 | $69,704 | $58,493+19.2% | $84,021-17.0% | $72,975-4.5% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 22.81% | 28.93%-6.1pp | 71.32%-48.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,161 | $1,163-0.2% | $1,984-41.5% | $2,440-52.4% |
| Participant deferral / active EE | $3,070 | $2,394+28.2% | $3,239-5.2% | $3,608-14.9% |
| Admin fee / account holder | $3,326 | $4,569-27.2% | $6,102-45.5% | $5,124-35.1% |