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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 | $81,350 | $72,471+12.3% | $94,215-13.7% | $86,983-6.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 70.0%-20.0pp | 69.5%-19.5pp |
| Annual return | 13.22% | 26.44%-13.2pp | 28.22%-15.0pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,527 | $1,936-21.1% | $2,675-42.9% | $2,584-40.9% |
| Participant deferral / active EE | $3,669 | $3,397+8.0% | $4,276-14.2% | $4,194-12.5% |
| Admin fee / account holder | $9,507 | $6,468+47.0% | $10,216-6.9% | $7,856+21.0% |