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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 | $71,778 | $76,834-6.6% | $108,359-33.8% | $87,485-18.0% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 19.34% | 19.09%+0.2pp | 36.89%-17.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,584 | $1,556+1.8% | $2,399-34.0% | $2,596-39.0% |
| Participant deferral / active EE | $3,195 | $3,100+3.1% | $4,137-22.8% | $4,274-25.2% |
| Admin fee / account holder | $8,399 | $6,537+28.5% | $9,741-13.8% | $7,775+8.0% |