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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 | $77,574+3.1% | $108,753-26.5% | $86,983-8.1% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 20.00% | 18.42%+1.6pp | 37.47%-17.5pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,883 | $1,611+16.9% | $2,427-22.4% | $2,584-27.1% |
| Participant deferral / active EE | $4,142 | $3,128+32.4% | $4,115+0.7% | $4,194-1.2% |
| Admin fee / account holder | $4,010 | $6,529-38.6% | $10,320-61.1% | $7,856-49.0% |