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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 | $72,607+11.3% | $90,259-10.5% | $87,485-7.7% |
| Participation rate | 50.0% | 64.8%-14.8pp | 70.7%-20.7pp | 68.9%-18.9pp |
| Annual return | 15.63% | 18.59%-3.0pp | 18.88%-3.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,732 | $1,919-9.7% | $2,291-24.4% | $2,596-33.3% |
| Participant deferral / active EE | $3,181 | $3,055+4.1% | $3,827-16.9% | $4,274-25.6% |
| Admin fee / account holder | $9,733 | $5,947+63.7% | $7,267+33.9% | $7,775+25.2% |