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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 | $91,302 | $71,208+28.2% | $93,681-2.5% | $80,911+12.8% |
| Participation rate | 55.1% | 60.4%-5.3pp | 68.7%-13.6pp | 67.6%-12.5pp |
| Annual return | 19.89% | 11.27%+8.6pp | 133.47%-113.6pp | 35.63%-15.7pp |
| Employer contribution / active EE | $1,523 | $1,564-2.7% | $2,422-37.1% | $2,756-44.7% |
| Participant deferral / active EE | $4,729 | $4,035+17.2% | $4,415+7.1% | $4,297+10.0% |
| Admin fee / account holder | $824 | $6,951-88.1% | $8,290-90.1% | $6,935-88.1% |