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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 | $75,445 | $73,787+2.2% | $98,716-23.6% | $82,448-8.5% |
| Participation rate | 42.1% | 61.4%-19.3pp | 69.3%-27.2pp | 68.1%-26.0pp |
| Annual return | 15.28% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,178 | $1,511-22.0% | $2,279-48.3% | $2,551-53.8% |
| Participant deferral / active EE | $1,529 | $3,081-50.4% | $4,048-62.2% | $4,139-63.1% |
| Admin fee / account holder | $4,561 | $6,500-29.8% | $8,703-47.6% | $7,234-37.0% |