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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 | $70,023 | $55,713+25.7% | $75,894-7.7% | $72,983-4.1% |
| Participation rate | 56.7% | 61.1%-4.5pp | 69.3%-12.6pp | 69.5%-12.8pp |
| Annual return | 23.34% | 27.60%-4.3pp | 30.76%-7.4pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,009 | $1,687+19.1% | $2,501-19.7% | $2,440-17.7% |
| Participant deferral / active EE | $4,214 | $2,634+60.0% | $3,603+17.0% | $3,608+16.8% |
| Admin fee / account holder | $1,139 | $3,980-71.4% | $5,420-79.0% | $5,124-77.8% |