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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 | $72,232 | $73,787-2.1% | $98,716-26.8% | $82,448-12.4% |
| Participation rate | 60.2% | 61.4%-1.2pp | 69.3%-9.1pp | 68.1%-7.8pp |
| Annual return | 14.99% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,059 | $1,511-29.9% | $2,279-53.5% | $2,551-58.5% |
| Participant deferral / active EE | $3,515 | $3,081+14.1% | $4,048-13.2% | $4,139-15.1% |
| Admin fee / account holder | $1,450 | $6,500-77.7% | $8,703-83.3% | $7,234-80.0% |