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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 | $77,015 | $77,574-0.7% | $108,753-29.2% | $86,983-11.5% |
| Participation rate | 68.8% | 62.3%+6.5pp | 71.1%-2.3pp | 69.5%-0.8pp |
| Annual return | 18.64% | 18.42%+0.2pp | 37.47%-18.8pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,136 | $1,611-29.4% | $2,427-53.2% | $2,584-56.0% |
| Participant deferral / active EE | $3,908 | $3,128+24.9% | $4,115-5.0% | $4,194-6.8% |
| Admin fee / account holder | $4,042 | $6,529-38.1% | $10,320-60.8% | $7,856-48.5% |