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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 | $79,833 | $73,978+7.9% | $96,515-17.3% | $75,173+6.2% |
| Participation rate | 51.6% | 66.4%-14.8pp | 74.3%-22.7pp | 67.2%-15.6pp |
| Annual return | 15.11% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,365 | $2,931-53.4% | $3,740-63.5% | $2,671-48.9% |
| Participant deferral / active EE | $2,518 | $3,660-31.2% | $4,880-48.4% | $4,126-39.0% |
| Admin fee / account holder | $1,230 | $5,219-76.4% | $6,735-81.7% | $5,651-78.2% |