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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 | $69,696 | $69,273+0.6% | $90,796-23.2% | $82,637-15.7% |
| Participation rate | 44.3% | 64.0%-19.7pp | 69.5%-25.2pp | 68.1%-23.8pp |
| Annual return | 14.94% | 18.37%-3.4pp | 19.29%-4.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,484 | $1,865-20.5% | $2,294-35.3% | $2,552-41.9% |
| Participant deferral / active EE | $2,403 | $3,047-21.1% | $3,822-37.1% | $4,126-41.8% |
| Admin fee / account holder | $2,439 | $5,511-55.7% | $7,024-65.3% | $7,339-66.8% |