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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 | $70,661 | $67,894+4.1% | $89,340-20.9% | $82,448-14.3% |
| Participation rate | 55.9% | 64.0%-8.2pp | 69.6%-13.7pp | 68.1%-12.2pp |
| Annual return | 17.20% | 19.21%-2.0pp | 20.57%-3.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,253 | $1,828-31.5% | $2,231-43.9% | $2,551-50.9% |
| Participant deferral / active EE | $2,282 | $3,072-25.7% | $3,823-40.3% | $4,139-44.9% |
| Admin fee / account holder | $2,683 | $5,723-53.1% | $6,704-60.0% | $7,234-62.9% |