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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 | $80,967 | $58,627+38.1% | $76,735+5.5% | $82,448-1.8% |
| Participation rate | 40.8% | 63.2%-22.4pp | 69.5%-28.7pp | 68.1%-27.3pp |
| Annual return | 15.17% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,103 | $1,729-36.2% | $2,454-55.1% | $2,551-56.8% |
| Participant deferral / active EE | $2,436 | $3,134-22.3% | $4,088-40.4% | $4,139-41.2% |
| Admin fee / account holder | $1,401 | $5,323-73.7% | $7,189-80.5% | $7,234-80.6% |