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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 | $78,624 | $67,602+16.3% | $82,312-4.5% | $70,126+12.1% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 13.10% | 21.57%-8.5pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,717 | $1,755-2.1% | $2,428-29.3% | $2,343-26.7% |
| Participant deferral / active EE | $3,176 | $2,987+6.3% | $3,706-14.3% | $3,332-4.7% |
| Admin fee / account holder | $13,425 | $4,512+197.6% | $5,608+139.4% | $4,645+189.0% |