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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 | $67,037 | $77,574-13.6% | $108,753-38.4% | $86,983-22.9% |
| Participation rate | 57.7% | 62.3%-4.6pp | 71.1%-13.4pp | 69.5%-11.8pp |
| Annual return | 11.61% | 18.42%-6.8pp | 37.47%-25.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,506 | $1,611-6.5% | $2,427-38.0% | $2,584-41.7% |
| Participant deferral / active EE | $3,208 | $3,128+2.6% | $4,115-22.0% | $4,194-23.5% |
| Admin fee / account holder | $3,680 | $6,529-43.6% | $10,320-64.3% | $7,856-53.2% |