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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 | $82,956 | $75,541+9.8% | $152,093-45.5% | $82,637+0.4% |
| Participation rate | 53.6% | 66.5%-13.0pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 13.26% | 32.56%-19.3pp | 66.36%-53.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,063 | $2,622-59.5% | $4,175-74.5% | $2,552-58.3% |
| Participant deferral / active EE | $2,789 | $3,206-13.0% | $5,451-48.8% | $4,126-32.4% |
| Admin fee / account holder | $7,227 | $6,405+12.8% | $14,497-50.1% | $7,339-1.5% |