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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 | $81,781 | $78,670+4.0% | $109,173-25.1% | $85,847-4.7% |
| Participation rate | 58.3% | 68.3%-9.9pp | 75.9%-17.5pp | 69.3%-11.0pp |
| Annual return | 14.10% | 25.09%-11.0pp | 25.75%-11.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,901 | $2,734-30.5% | $3,723-48.9% | $2,565-25.9% |
| Participant deferral / active EE | $4,863 | $3,467+40.2% | $4,654+4.5% | $3,952+23.0% |
| Admin fee / account holder | $9,924 | $5,469+81.4% | $6,755+46.9% | $6,261+58.5% |