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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 | $86,553 | $71,215+21.5% | $93,696-7.6% | $80,935+6.9% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 10.56% | 11.27%-0.7pp | 133.74%-123.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,934 | $1,565+23.6% | $2,422-20.1% | $2,757-29.8% |
| Participant deferral / active EE | $6,456 | $4,037+59.9% | $4,417+46.2% | $4,299+50.2% |
| Admin fee / account holder | $1,744 | $6,958-74.9% | $8,287-78.9% | $6,924-74.8% |