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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 | $87,871 | $81,276+8.1% | $155,574-43.5% | $80,925+8.6% |
| Participation rate | 51.5% | 66.2%-14.7pp | 78.2%-26.7pp | 67.7%-16.1pp |
| Annual return | 15.09% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,981 | $3,103-3.9% | $4,676-36.3% | $2,756+8.1% |
| Participant deferral / active EE | $6,743 | $3,453+95.3% | $5,629+19.8% | $4,299+56.9% |
| Admin fee / account holder | $3,443 | $7,993-56.9% | $15,914-78.4% | $6,940-50.4% |