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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 | $77,833 | $65,027+19.7% | $90,970-14.4% | $79,852-2.5% |
| Participation rate | 53.7% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.0pp |
| Annual return | 21.13% | 30.45%-9.3pp | 134.58%-113.4pp | 31.72%-10.6pp |
| Employer contribution / active EE | $1,305 | $1,247+4.7% | $2,122-38.5% | $2,471-47.2% |
| Participant deferral / active EE | $2,115 | $2,512-15.8% | $3,373-37.3% | $3,740-43.4% |
| Admin fee / account holder | $809 | $4,535-82.2% | $5,960-86.4% | $5,306-84.8% |