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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 | $77,432 | $73,787+4.9% | $98,716-21.6% | $82,448-6.1% |
| Participation rate | 45.5% | 61.4%-16.0pp | 69.3%-23.8pp | 68.1%-22.6pp |
| Annual return | 13.82% | 18.57%-4.7pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,205 | $1,511-20.3% | $2,279-47.1% | $2,551-52.8% |
| Participant deferral / active EE | $3,085 | $3,081+0.1% | $4,048-23.8% | $4,139-25.5% |
| Admin fee / account holder | $988 | $6,500-84.8% | $8,703-88.6% | $7,234-86.3% |