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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 | $76,591 | $70,435+8.7% | $96,575-20.7% | $85,856-10.8% |
| Participation rate | 57.1% | 61.8%-4.7pp | 69.8%-12.7pp | 69.3%-12.2pp |
| Annual return | 15.74% | 18.59%-2.9pp | 37.79%-22.1pp | 318.58%-302.8pp |
| Employer contribution / active EE | $1,668 | $1,413+18.1% | $2,357-29.2% | $2,565-35.0% |
| Participant deferral / active EE | $1,970 | $2,894-31.9% | $3,849-48.8% | $3,952-50.1% |
| Admin fee / account holder | $2,944 | $4,997-41.1% | $6,182-52.4% | $6,261-53.0% |