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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 | $71,176 | $69,977+1.7% | $108,582-34.4% | $62,881+13.2% |
| Participation rate | 61.5% | 72.9%-11.4pp | 79.6%-18.0pp | 69.3%-7.8pp |
| Annual return | 8.72% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,379 | $2,135+58.3% | $3,758-10.1% | $2,281+48.2% |
| Participant deferral / active EE | $5,112 | $3,165+61.5% | $4,311+18.6% | $3,203+59.6% |
| Admin fee / account holder | $639 | $5,076-87.4% | $7,645-91.6% | $4,296-85.1% |