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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 | $65,874 | $67,602-2.6% | $82,312-20.0% | $70,126-6.1% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 20.28% | 21.57%-1.3pp | 25.88%-5.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,123 | $1,755-36.0% | $2,428-53.8% | $2,343-52.1% |
| Participant deferral / active EE | $2,325 | $2,987-22.2% | $3,706-37.3% | $3,332-30.2% |
| Admin fee / account holder | $7,412 | $4,512+64.3% | $5,608+32.2% | $4,645+59.6% |