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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 | $80,179 | $76,371+5.0% | $93,621-14.4% | $72,975+9.9% |
| Participation rate | 57.1% | 71.8%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 18.13% | 25.82%-7.7pp | 32.76%-14.6pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,792 | $2,276-21.3% | $2,719-34.1% | $2,440-26.6% |
| Participant deferral / active EE | $3,788 | $3,538+7.1% | $4,070-6.9% | $3,608+5.0% |
| Admin fee / account holder | $23,484 | $6,839+243.4% | $7,890+197.6% | $5,124+358.3% |