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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 | $81,416 | $81,358+0.1% | $155,556-47.7% | $80,959+0.6% |
| Participation rate | 65.0% | 66.3%-1.3pp | 78.2%-13.2pp | 67.7%-2.7pp |
| Annual return | 14.31% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,922 | $3,106-38.1% | $4,675-58.9% | $2,757-30.3% |
| Participant deferral / active EE | $3,619 | $3,455+4.7% | $5,631-35.7% | $4,300-15.8% |
| Admin fee / account holder | $4,560 | $7,994-42.9% | $15,885-71.3% | $6,925-34.1% |