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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 | $81,182 | $84,236-3.6% | $170,435-52.4% | $70,126+15.8% |
| Participation rate | 56.1% | 70.8%-14.7pp | 83.6%-27.5pp | 69.5%-13.4pp |
| Annual return | 15.99% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,036 | $3,387-69.4% | $5,432-80.9% | $2,343-55.8% |
| Participant deferral / active EE | $2,789 | $3,086-9.6% | $4,939-43.5% | $3,332-16.3% |
| Admin fee / account holder | $3,461 | $5,698-39.3% | $13,881-75.1% | $4,645-25.5% |