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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 | $82,960 | $76,407+8.6% | $150,298-44.8% | $82,448+0.6% |
| Participation rate | 68.9% | 66.4%+2.5pp | 77.8%-8.9pp | 68.1%+0.8pp |
| Annual return | 16.01% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,637 | $2,614-37.4% | $4,154-60.6% | $2,551-35.8% |
| Participant deferral / active EE | $5,000 | $3,214+55.6% | $5,453-8.3% | $4,139+20.8% |
| Admin fee / account holder | $8,690 | $6,352+36.8% | $14,116-38.4% | $7,234+20.1% |