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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 | $77,046 | $77,574-0.7% | $108,753-29.2% | $86,983-11.4% |
| Participation rate | 56.8% | 62.3%-5.5pp | 71.1%-14.3pp | 69.5%-12.8pp |
| Annual return | 12.18% | 18.42%-6.2pp | 37.47%-25.3pp | 25.83%-13.7pp |
| Employer contribution / active EE | $1,544 | $1,611-4.1% | $2,427-36.4% | $2,584-40.3% |
| Participant deferral / active EE | $3,503 | $3,128+12.0% | $4,115-14.9% | $4,194-16.5% |
| Admin fee / account holder | $5,951 | $6,529-8.8% | $10,320-42.3% | $7,856-24.2% |