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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 | $79,838 | $72,492+10.1% | $87,104-8.3% | $72,975+9.4% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.2pp | 69.5%-0.9pp |
| Annual return | 17.42% | 24.46%-7.0pp | 28.19%-10.8pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,028 | $1,894-45.7% | $2,521-59.2% | $2,440-57.9% |
| Participant deferral / active EE | $2,527 | $3,270-22.7% | $4,048-37.6% | $3,608-30.0% |
| Admin fee / account holder | $6,253 | $5,055+23.7% | $7,491-16.5% | $5,124+22.0% |