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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 | $76,783 | $76,834-0.1% | $108,359-29.1% | $87,485-12.2% |
| Participation rate | 46.4% | 61.7%-15.3pp | 70.1%-23.7pp | 68.9%-22.5pp |
| Annual return | 19.47% | 19.09%+0.4pp | 36.89%-17.4pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,502 | $1,556-3.5% | $2,399-37.4% | $2,596-42.1% |
| Participant deferral / active EE | $5,700 | $3,100+83.9% | $4,137+37.8% | $4,274+33.4% |
| Admin fee / account holder | $2,728 | $6,537-58.3% | $9,741-72.0% | $7,775-64.9% |