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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 | $78,823 | $80,332-1.9% | $107,187-26.5% | $64,097+23.0% |
| Participation rate | 65.1% | 54.4%+10.7pp | 75.0%-9.9pp | 55.2%+9.9pp |
| Annual return | 18.88% | 24.26%-5.4pp | 204.55%-185.7pp | 34.64%-15.8pp |
| Employer contribution / active EE | $629 | $2,501-74.8% | $3,782-83.4% | $1,891-66.7% |
| Participant deferral / active EE | $3,171 | $3,109+2.0% | $5,096-37.8% | $3,080+3.0% |
| Admin fee / account holder | $1,113 | $4,314-74.2% | $9,162-87.9% | $3,454-67.8% |