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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 | $80,499 | $73,787+9.1% | $98,716-18.5% | $82,448-2.4% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 18.23% | 18.57%-0.3pp | 31.81%-13.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,556 | $1,511+3.0% | $2,279-31.7% | $2,551-39.0% |
| Participant deferral / active EE | $1,705 | $3,081-44.7% | $4,048-57.9% | $4,139-58.8% |
| Admin fee / account holder | $2,296 | $6,500-64.7% | $8,703-73.6% | $7,234-68.3% |