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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 | $60,751 | $58,627+3.6% | $76,735-20.8% | $82,448-26.3% |
| Participation rate | 40.7% | 63.2%-22.6pp | 69.5%-28.8pp | 68.1%-27.4pp |
| Annual return | 13.86% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,240 | $1,729-28.3% | $2,454-49.5% | $2,551-51.4% |
| Participant deferral / active EE | $3,257 | $3,134+3.9% | $4,088-20.3% | $4,139-21.3% |
| Admin fee / account holder | $7,975 | $5,323+49.8% | $7,189+10.9% | $7,234+10.2% |