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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 | $67,017 | $65,322+2.6% | $70,476-4.9% | $73,493-8.8% |
| Participation rate | 42.9% | 77.0%-34.1pp | 75.1%-32.2pp | 70.7%-27.8pp |
| Annual return | 19.93% | 15.71%+4.2pp | 109.12%-89.2pp | 28.51%-8.6pp |
| Employer contribution / active EE | $985 | $2,460-60.0% | $2,738-64.0% | $2,270-56.6% |
| Participant deferral / active EE | $1,950 | $3,375-42.2% | $3,710-47.4% | $3,740-47.9% |
| Admin fee / account holder | $3,889 | $214+1716.9% | $3,847+1.1% | $513+657.9% |