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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 | $74,630 | $54,541+36.8% | $78,778-5.3% | $70,124+6.4% |
| Participation rate | 39.7% | 60.8%-21.1pp | 69.2%-29.5pp | 69.5%-29.9pp |
| Annual return | 19.68% | 21.07%-1.4pp | 35.62%-15.9pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,009 | $1,089-7.3% | $1,986-49.2% | $2,342-56.9% |
| Participant deferral / active EE | $3,735 | $2,210+69.0% | $2,958+26.3% | $3,332+12.1% |
| Admin fee / account holder | $582 | $3,709-84.3% | $5,134-88.7% | $4,645-87.5% |