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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 | $78,548 | $76,407+2.8% | $150,298-47.7% | $82,448-4.7% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 15.32% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,819 | $2,614-30.4% | $4,154-56.2% | $2,551-28.7% |
| Participant deferral / active EE | $5,174 | $3,214+61.0% | $5,453-5.1% | $4,139+25.0% |
| Admin fee / account holder | $1,419 | $6,352-77.7% | $14,116-89.9% | $7,234-80.4% |