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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 | $76,834+7.9% | $108,359-23.5% | $87,485-5.2% |
| Participation rate | 51.8% | 61.7%-9.9pp | 70.1%-18.3pp | 68.9%-17.1pp |
| Annual return | 15.30% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,502 | $1,556-3.5% | $2,399-37.4% | $2,596-42.2% |
| Participant deferral / active EE | $3,821 | $3,100+23.2% | $4,137-7.6% | $4,274-10.6% |
| Admin fee / account holder | $8,709 | $6,537+33.2% | $9,741-10.6% | $7,775+12.0% |