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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 | $83,129 | $71,215+16.7% | $93,696-11.3% | $80,935+2.7% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.7%-6.1pp |
| Annual return | 25.55% | 11.27%+14.3pp | 133.74%-108.2pp | 35.66%-10.1pp |
| Employer contribution / active EE | $1,614 | $1,565+3.1% | $2,422-33.4% | $2,757-41.5% |
| Participant deferral / active EE | $2,423 | $4,037-40.0% | $4,417-45.2% | $4,299-43.7% |
| Admin fee / account holder | $695 | $6,958-90.0% | $8,287-91.6% | $6,924-90.0% |