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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 | $65,157 | $73,787-11.7% | $98,716-34.0% | $82,448-21.0% |
| Participation rate | 57.4% | 61.4%-4.0pp | 69.3%-11.9pp | 68.1%-10.7pp |
| Annual return | 13.17% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,519 | $1,511+0.5% | $2,279-33.3% | $2,551-40.5% |
| Participant deferral / active EE | $3,281 | $3,081+6.5% | $4,048-18.9% | $4,139-20.7% |
| Admin fee / account holder | $7,872 | $6,500+21.1% | $8,703-9.5% | $7,234+8.8% |