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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 | $70,014 | $54,541+28.4% | $78,778-11.1% | $70,126-0.2% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 20.38% | 21.07%-0.7pp | 35.62%-15.2pp | 73.15%-52.8pp |
| Employer contribution / active EE | $481 | $1,089-55.8% | $1,986-75.8% | $2,343-79.5% |
| Participant deferral / active EE | $3,081 | $2,210+39.4% | $2,958+4.2% | $3,332-7.5% |
| Admin fee / account holder | $5,988 | $3,709+61.5% | $5,134+16.6% | $4,645+28.9% |