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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 | $77,961 | $76,407+2.0% | $150,298-48.1% | $82,448-5.4% |
| Participation rate | 51.5% | 66.4%-14.9pp | 77.8%-26.3pp | 68.1%-16.6pp |
| Annual return | 15.19% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,796 | $2,614-31.3% | $4,154-56.8% | $2,551-29.6% |
| Participant deferral / active EE | $5,210 | $3,214+62.1% | $5,453-4.5% | $4,139+25.9% |
| Admin fee / account holder | $1,415 | $6,352-77.7% | $14,116-90.0% | $7,234-80.4% |