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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 | $74,034 | $54,541+35.7% | $78,778-6.0% | $70,126+5.6% |
| Participation rate | 53.1% | 60.8%-7.7pp | 69.2%-16.1pp | 69.5%-16.5pp |
| Annual return | 16.33% | 21.07%-4.7pp | 35.62%-19.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,221 | $1,089+12.2% | $1,986-38.5% | $2,343-47.9% |
| Participant deferral / active EE | $2,231 | $2,210+0.9% | $2,958-24.6% | $3,332-33.0% |
| Admin fee / account holder | $1,113 | $3,709-70.0% | $5,134-78.3% | $4,645-76.0% |