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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 | $82,057 | $81,504+0.7% | $102,437-19.9% | $80,959+1.4% |
| Participation rate | 44.1% | 66.9%-22.7pp | 74.5%-30.4pp | 67.7%-23.6pp |
| Annual return | 12.13% | 25.60%-13.5pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,009 | $3,104-35.3% | $3,871-48.1% | $2,757-27.1% |
| Participant deferral / active EE | $3,776 | $3,871-2.4% | $5,060-25.4% | $4,300-12.2% |
| Admin fee / account holder | $5,082 | $6,719-24.4% | $8,388-39.4% | $6,925-26.6% |