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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 | $81,800 | $81,504+0.4% | $102,437-20.1% | $80,959+1.0% |
| Participation rate | 61.8% | 66.9%-5.1pp | 74.5%-12.7pp | 67.7%-5.9pp |
| Annual return | 20.90% | 25.60%-4.7pp | 24.95%-4.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $2,017 | $3,104-35.0% | $3,871-47.9% | $2,757-26.9% |
| Participant deferral / active EE | $4,147 | $3,871+7.1% | $5,060-18.0% | $4,300-3.6% |
| Admin fee / account holder | $13,545 | $6,719+101.6% | $8,388+61.5% | $6,925+95.6% |