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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 | $81,993 | $76,407+7.3% | $150,298-45.4% | $82,448-0.6% |
| Participation rate | 46.8% | 66.4%-19.6pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 18.57% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,690 | $2,614-35.4% | $4,154-59.3% | $2,551-33.8% |
| Participant deferral / active EE | $2,887 | $3,214-10.2% | $5,453-47.1% | $4,139-30.3% |
| Admin fee / account holder | $1,759 | $6,352-72.3% | $14,116-87.5% | $7,234-75.7% |