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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 | $79,063 | $71,057+11.3% | $93,654-15.6% | $80,874-2.2% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.4pp | 67.6%-11.3pp |
| Annual return | 15.12% | 11.26%+3.9pp | 133.34%-118.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,511 | $1,564+60.5% | $2,421+3.7% | $2,756-8.9% |
| Participant deferral / active EE | $5,212 | $4,034+29.2% | $4,413+18.1% | $4,297+21.3% |
| Admin fee / account holder | $2,350 | $6,944-66.2% | $8,282-71.6% | $6,935-66.1% |