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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 | $80,992 | $86,922-6.8% | $102,438-20.9% | $80,874+0.1% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.6%-11.0pp |
| Annual return | 12.15% | 18.90%-6.7pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,601 | $2,369-32.4% | $3,024-47.1% | $2,756-41.9% |
| Participant deferral / active EE | $3,655 | $4,119-11.3% | $5,054-27.7% | $4,297-14.9% |
| Admin fee / account holder | $584 | $8,050-92.7% | $9,448-93.8% | $6,935-91.6% |