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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 | $73,787+12.4% | $98,716-16.0% | $82,448+0.6% |
| Participation rate | 51.8% | 61.4%-9.6pp | 69.3%-17.5pp | 68.1%-16.3pp |
| Annual return | 15.30% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,502 | $1,511-0.6% | $2,279-34.1% | $2,551-41.1% |
| Participant deferral / active EE | $3,821 | $3,081+24.0% | $4,048-5.6% | $4,139-7.7% |
| Admin fee / account holder | $8,709 | $6,500+34.0% | $8,703+0.1% | $7,234+20.4% |