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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 | $75,541+1.8% | $152,093-49.4% | $82,637-6.9% |
| Participation rate | 43.1% | 66.5%-23.4pp | 77.8%-34.6pp | 68.1%-24.9pp |
| Annual return | 17.83% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,967 | $2,622+13.1% | $4,175-28.9% | $2,552+16.2% |
| Participant deferral / active EE | $5,779 | $3,206+80.3% | $5,451+6.0% | $4,126+40.1% |
| Admin fee / account holder | $13,313 | $6,405+107.9% | $14,497-8.2% | $7,339+81.4% |