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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 | $81,331+0.1% | $155,534-47.7% | $80,935+0.6% |
| Participation rate | 65.0% | 66.3%-1.3pp | 78.2%-13.2pp | 67.7%-2.7pp |
| Annual return | 14.31% | 33.37%-19.1pp | 64.92%-50.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,922 | $3,105-38.1% | $4,675-58.9% | $2,757-30.3% |
| Participant deferral / active EE | $3,619 | $3,454+4.8% | $5,630-35.7% | $4,299-15.8% |
| Admin fee / account holder | $4,560 | $7,999-43.0% | $15,900-71.3% | $6,924-34.1% |