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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 | $80,497 | $80,992-0.6% | $96,534-16.6% | $75,173+7.1% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 13.28% | 27.05%-13.8pp | 25.88%-12.6pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,109 | $2,283-51.4% | $2,965-62.6% | $2,671-58.5% |
| Participant deferral / active EE | $4,326 | $3,929+10.1% | $4,851-10.8% | $4,126+4.8% |
| Admin fee / account holder | $3,913 | $6,717-41.8% | $8,253-52.6% | $5,651-30.8% |