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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 | $82,941 | $83,898-1.1% | $133,346-37.8% | $94,015-11.8% |
| Participation rate | 51.8% | 63.4%-11.5pp | 72.8%-21.0pp | 70.8%-19.0pp |
| Annual return | 15.30% | 16.00%-0.7pp | 36.85%-21.6pp | 17.84%-2.5pp |
| Employer contribution / active EE | $1,502 | $1,821-17.5% | $2,853-47.4% | $2,790-46.2% |
| Participant deferral / active EE | $3,821 | $3,245+17.8% | $4,332-11.8% | $4,249-10.1% |
| Admin fee / account holder | $8,709 | $7,809+11.5% | $14,264-38.9% | $8,951-2.7% |