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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 | $83,887 | $81,476+3.0% | $102,383-18.1% | $80,925+3.7% |
| Participation rate | 55.4% | 66.8%-11.5pp | 74.5%-19.1pp | 67.7%-12.3pp |
| Annual return | 11.53% | 25.59%-14.1pp | 24.94%-13.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,921 | $3,105-38.1% | $3,870-50.4% | $2,756-30.3% |
| Participant deferral / active EE | $5,041 | $3,871+30.2% | $5,060-0.4% | $4,299+17.3% |
| Admin fee / account holder | $1,465 | $6,717-78.2% | $8,391-82.5% | $6,940-78.9% |