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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 | $80,725 | $81,233-0.6% | $155,567-48.1% | $80,874-0.2% |
| Participation rate | 61.4% | 66.2%-4.9pp | 78.2%-16.8pp | 67.6%-6.3pp |
| Annual return | 15.34% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,331 | $3,101-57.1% | $4,674-71.5% | $2,756-51.7% |
| Participant deferral / active EE | $2,150 | $3,452-37.7% | $5,628-61.8% | $4,297-50.0% |
| Admin fee / account holder | $3,617 | $7,998-54.8% | $15,916-77.3% | $6,935-47.8% |