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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 | $68,564 | $74,535-8.0% | $100,712-31.9% | $82,637-17.0% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.3%-23.4pp | 68.1%-22.2pp |
| Annual return | 19.20% | 18.92%+0.3pp | 33.27%-14.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,472 | $1,503-2.0% | $2,313-36.4% | $2,552-42.3% |
| Participant deferral / active EE | $3,379 | $3,074+9.9% | $4,085-17.3% | $4,126-18.1% |
| Admin fee / account holder | $700 | $6,576-89.4% | $9,256-92.4% | $7,339-90.5% |