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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 | $78,935 | $76,407+3.3% | $150,298-47.5% | $82,448-4.3% |
| Participation rate | 45.7% | 66.4%-20.7pp | 77.8%-32.1pp | 68.1%-22.4pp |
| Annual return | 18.78% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,221 | $2,614-15.0% | $4,154-46.5% | $2,551-12.9% |
| Participant deferral / active EE | $5,547 | $3,214+72.6% | $5,453+1.7% | $4,139+34.0% |
| Admin fee / account holder | $790 | $6,352-87.6% | $14,116-94.4% | $7,234-89.1% |