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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 | $76,908 | $76,407+0.7% | $150,298-48.8% | $82,448-6.7% |
| Participation rate | 43.1% | 66.4%-23.3pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 17.83% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,967 | $2,614+13.5% | $4,154-28.6% | $2,551+16.3% |
| Participant deferral / active EE | $5,779 | $3,214+79.8% | $5,453+6.0% | $4,139+39.6% |
| Admin fee / account holder | $13,313 | $6,352+109.6% | $14,116-5.7% | $7,234+84.0% |