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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 | $79,968 | $76,834+4.1% | $108,359-26.2% | $87,485-8.6% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 20.00% | 19.09%+0.9pp | 36.89%-16.9pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,883 | $1,556+21.0% | $2,399-21.5% | $2,596-27.5% |
| Participant deferral / active EE | $4,142 | $3,100+33.6% | $4,137+0.1% | $4,274-3.1% |
| Admin fee / account holder | $4,010 | $6,537-38.7% | $9,741-58.8% | $7,775-48.4% |