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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 | $81,061 | $81,276-0.3% | $155,574-47.9% | $80,925+0.2% |
| Participation rate | 57.6% | 66.2%-8.7pp | 78.2%-20.6pp | 67.7%-10.1pp |
| Annual return | 21.57% | 33.36%-11.8pp | 64.87%-43.3pp | 35.65%-14.1pp |
| Employer contribution / active EE | $2,231 | $3,103-28.1% | $4,676-52.3% | $2,756-19.1% |
| Participant deferral / active EE | $4,817 | $3,453+39.5% | $5,629-14.4% | $4,299+12.1% |
| Admin fee / account holder | $7,735 | $7,993-3.2% | $15,914-51.4% | $6,940+11.4% |