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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 | $87,000 | $81,487+6.8% | $102,412-15.0% | $80,935+7.5% |
| Participation rate | 54.4% | 66.8%-12.4pp | 74.5%-20.1pp | 67.7%-13.2pp |
| Annual return | 12.99% | 25.60%-12.6pp | 24.94%-11.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,644 | $3,103-14.8% | $3,870-31.7% | $2,757-4.1% |
| Participant deferral / active EE | $3,828 | $3,871-1.1% | $5,060-24.4% | $4,299-11.0% |
| Admin fee / account holder | $6,917 | $6,717+3.0% | $8,388-17.5% | $6,924-0.1% |