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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 | $80,790 | $67,894+19.0% | $89,340-9.6% | $82,448-2.0% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 15.63% | 19.21%-3.6pp | 20.57%-4.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,732 | $1,828-5.2% | $2,231-22.4% | $2,551-32.1% |
| Participant deferral / active EE | $3,181 | $3,072+3.5% | $3,823-16.8% | $4,139-23.2% |
| Admin fee / account holder | $9,733 | $5,723+70.1% | $6,704+45.2% | $7,234+34.5% |