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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 | $77,220 | $81,504-5.3% | $102,437-24.6% | $80,959-4.6% |
| Participation rate | 50.7% | 66.9%-16.1pp | 74.5%-23.8pp | 67.7%-17.0pp |
| Annual return | 12.75% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,951 | $3,104-37.1% | $3,871-49.6% | $2,757-29.2% |
| Participant deferral / active EE | $4,140 | $3,871+7.0% | $5,060-18.2% | $4,300-3.7% |
| Admin fee / account holder | $5,003 | $6,719-25.5% | $8,388-40.4% | $6,925-27.8% |