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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 | $83,665 | $73,787+13.4% | $98,716-15.2% | $82,448+1.5% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 18.45% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,883 | $1,511+90.8% | $2,279+26.5% | $2,551+13.0% |
| Participant deferral / active EE | $4,621 | $3,081+50.0% | $4,048+14.2% | $4,139+11.6% |
| Admin fee / account holder | $7,316 | $6,500+12.6% | $8,703-15.9% | $7,234+1.1% |