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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 | $76,535 | $73,787+3.7% | $98,716-22.5% | $82,448-7.2% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.3%-23.0pp | 68.1%-21.8pp |
| Annual return | 15.69% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,550 | $1,511+2.6% | $2,279-32.0% | $2,551-39.2% |
| Participant deferral / active EE | $3,328 | $3,081+8.0% | $4,048-17.8% | $4,139-19.6% |
| Admin fee / account holder | $5,003 | $6,500-23.0% | $8,703-42.5% | $7,234-30.8% |