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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 | $81,446+3.0% | $103,374-18.9% | $80,874+3.7% |
| Participation rate | 55.4% | 66.9%-11.5pp | 74.5%-19.1pp | 67.6%-12.3pp |
| Annual return | 11.53% | 25.57%-14.0pp | 24.89%-13.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,921 | $3,107-38.2% | $3,869-50.4% | $2,756-30.3% |
| Participant deferral / active EE | $5,041 | $3,870+30.3% | $5,058-0.3% | $4,297+17.3% |
| Admin fee / account holder | $1,465 | $6,715-78.2% | $8,394-82.5% | $6,935-78.9% |