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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 | $81,516 | $76,642+6.4% | $146,866-44.5% | $65,306+24.8% |
| Participation rate | 57.4% | 61.2%-3.8pp | 82.5%-25.1pp | 57.7%-0.2pp |
| Annual return | 18.24% | 33.40%-15.2pp | 102.85%-84.6pp | 21.94%-3.7pp |
| Employer contribution / active EE | $458 | $2,621-82.5% | $4,425-89.7% | $1,967-76.7% |
| Participant deferral / active EE | $4,576 | $4,864-5.9% | $7,759-41.0% | $2,959+54.6% |
| Admin fee / account holder | $4,323 | $3,960+9.2% | $13,620-68.3% | $3,480+24.2% |