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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 | $86,720 | $80,855+7.3% | $153,416-43.5% | $86,983-0.3% |
| Participation rate | 35.5% | 64.1%-28.6pp | 74.3%-38.9pp | 69.5%-34.1pp |
| Annual return | 15.69% | 16.18%-0.5pp | 17.84%-2.1pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,892 | $2,308-18.0% | $3,764-49.7% | $2,584-26.8% |
| Participant deferral / active EE | $2,592 | $3,333-22.2% | $4,723-45.1% | $4,194-38.2% |
| Admin fee / account holder | $14,993 | $6,908+117.0% | $13,095+14.5% | $7,856+90.8% |