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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 | $66,812 | $63,904+4.6% | $89,340-25.2% | $67,986-1.7% |
| Participation rate | 43.0% | 54.3%-11.4pp | 69.6%-26.6pp | 57.2%-14.2pp |
| Annual return | 15.00% | 18.09%-3.1pp | 20.57%-5.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,351 | $1,627-17.0% | $2,231-39.5% | $2,019-33.1% |
| Participant deferral / active EE | $2,824 | $2,691+4.9% | $3,823-26.1% | $3,358-15.9% |
| Admin fee / account holder | $4,864 | $3,315+46.7% | $6,704-27.4% | $3,203+51.9% |