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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 | $81,521 | $80,705+1.0% | $115,768-29.6% | $67,986+19.9% |
| Participation rate | 51.9% | 63.0%-11.1pp | 74.4%-22.5pp | 57.2%-5.4pp |
| Annual return | 16.84% | 18.49%-1.7pp | 100.46%-83.6pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,755 | $2,046-14.3% | $2,940-40.3% | $2,019-13.1% |
| Participant deferral / active EE | $3,562 | $3,559+0.1% | $4,917-27.6% | $3,358+6.1% |
| Admin fee / account holder | $4,955 | $4,135+19.8% | $12,439-60.2% | $3,203+54.7% |