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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 | $76,834-0.4% | $108,359-29.4% | $87,485-12.5% |
| Participation rate | 46.3% | 61.7%-15.4pp | 70.1%-23.8pp | 68.9%-22.6pp |
| Annual return | 15.69% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,550 | $1,556-0.4% | $2,399-35.4% | $2,596-40.3% |
| Participant deferral / active EE | $3,328 | $3,100+7.3% | $4,137-19.6% | $4,274-22.1% |
| Admin fee / account holder | $5,003 | $6,537-23.5% | $9,741-48.6% | $7,775-35.6% |