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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 | $80,756 | $59,804+35.0% | $81,982-1.5% | $79,856+1.1% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.3%-9.3pp | 69.6%-9.6pp |
| Annual return | 12.56% | 17.56%-5.0pp | 41.31%-28.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $894 | $1,713-47.8% | $2,498-64.2% | $2,471-63.8% |
| Participant deferral / active EE | $1,443 | $2,695-46.5% | $3,722-61.2% | $3,741-61.4% |
| Admin fee / account holder | $5,844 | $4,288+36.3% | $5,665+3.2% | $5,306+10.1% |