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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 | $74,973 | $63,924+17.3% | $108,582-31.0% | $55,167+35.9% |
| Participation rate | 55.2% | 74.3%-19.1pp | 79.6%-24.3pp | 69.0%-13.8pp |
| Annual return | 8.20% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,958 | $1,879+4.2% | $3,758-47.9% | $1,963-0.3% |
| Participant deferral / active EE | $4,782 | $3,067+55.9% | $4,311+10.9% | $3,054+56.6% |
| Admin fee / account holder | $2,181 | $618+253.2% | $7,645-71.5% | $504+332.9% |