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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 | $84,510 | $81,504+3.7% | $102,437-17.5% | $80,959+4.4% |
| Participation rate | 59.3% | 66.9%-7.5pp | 74.5%-15.2pp | 67.7%-8.3pp |
| Annual return | 20.71% | 25.60%-4.9pp | 24.95%-4.2pp | 35.67%-15.0pp |
| Employer contribution / active EE | $2,017 | $3,104-35.0% | $3,871-47.9% | $2,757-26.8% |
| Participant deferral / active EE | $3,852 | $3,871-0.5% | $5,060-23.9% | $4,300-10.4% |
| Admin fee / account holder | $41,079 | $6,719+511.3% | $8,388+389.7% | $6,925+493.2% |