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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 | $81,389 | $81,3580% | $155,556-47.7% | $80,959+0.5% |
| Participation rate | 60.4% | 66.3%-5.8pp | 78.2%-17.8pp | 67.7%-7.3pp |
| Annual return | 23.40% | 33.39%-10.0pp | 64.84%-41.4pp | 35.67%-12.3pp |
| Employer contribution / active EE | $1,685 | $3,106-45.8% | $4,675-64.0% | $2,757-38.9% |
| Participant deferral / active EE | $3,437 | $3,455-0.5% | $5,631-39.0% | $4,300-20.1% |
| Admin fee / account holder | $6,539 | $7,994-18.2% | $15,885-58.8% | $6,925-5.6% |