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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 | $80,045 | $76,550+4.6% | $123,894-35.4% | $62,881+27.3% |
| Participation rate | 47.5% | 73.0%-25.5pp | 81.4%-33.9pp | 69.3%-21.8pp |
| Annual return | 10.66% | 18.67%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,667 | $2,882-42.2% | $4,617-63.9% | $2,281-26.9% |
| Participant deferral / active EE | $5,228 | $4,840+8.0% | $5,984-12.6% | $3,203+63.2% |
| Admin fee / account holder | $8,428 | $4,826+74.7% | $8,357+0.9% | $4,296+96.2% |