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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 | $81,776 | $78,520+4.1% | $96,576-15.3% | $82,448-0.8% |
| Participation rate | 61.8% | 77.7%-16.0pp | 81.4%-19.7pp | 68.1%-6.3pp |
| Annual return | 15.55% | 41.30%-25.7pp | 38.47%-22.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $781 | $2,630-70.3% | $3,553-78.0% | $2,551-69.4% |
| Participant deferral / active EE | $4,989 | $6,754-26.1% | $7,956-37.3% | $4,139+20.5% |
| Admin fee / account holder | $1,798 | $13,455-86.6% | $11,381-84.2% | $7,234-75.1% |