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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 | $80,918 | $110,137-26.5% | $161,149-49.8% | $82,637-2.1% |
| Participation rate | 57.8% | 72.4%-14.5pp | 78.8%-21.0pp | 68.1%-10.2pp |
| Annual return | 17.43% | 20.69%-3.3pp | 21.16%-3.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $3,190 | $2,856+11.7% | $4,360-26.8% | $2,552+25.0% |
| Participant deferral / active EE | $5,492 | $4,575+20.1% | $6,153-10.7% | $4,126+33.1% |
| Admin fee / account holder | $4,582 | $9,467-51.6% | $15,194-69.8% | $7,339-37.6% |