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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 | $81,849 | $80,763+1.3% | $102,412-20.1% | $74,459+9.9% |
| Participation rate | 52.0% | 65.7%-13.7pp | 74.5%-22.5pp | 67.2%-15.3pp |
| Annual return | 12.81% | 27.57%-14.8pp | 24.94%-12.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,005 | $3,160-68.2% | $3,870-74.0% | $2,626-61.7% |
| Participant deferral / active EE | $2,117 | $3,862-45.2% | $5,060-58.2% | $4,350-51.3% |
| Admin fee / account holder | $2,177 | $2,371-8.2% | $8,388-74.0% | $1,945+11.9% |