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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 | $77,814+6.6% | $158,223-47.6% | $86,983-4.6% |
| Participation rate | 53.6% | 68.4%-14.8pp | 79.2%-25.6pp | 69.5%-16.0pp |
| Annual return | 13.26% | 30.54%-17.3pp | 52.09%-38.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,063 | $2,592-59.0% | $4,109-74.1% | $2,584-58.9% |
| Participant deferral / active EE | $2,789 | $3,270-14.7% | $5,467-49.0% | $4,194-33.5% |
| Admin fee / account holder | $7,227 | $5,879+22.9% | $16,047-55.0% | $7,856-8.0% |