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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 | $67,904 | $70,435-3.6% | $96,575-29.7% | $85,856-20.9% |
| Participation rate | 58.7% | 61.8%-3.1pp | 69.8%-11.2pp | 69.3%-10.7pp |
| Annual return | 14.50% | 18.59%-4.1pp | 37.79%-23.3pp | 318.58%-304.1pp |
| Employer contribution / active EE | $2,178 | $1,413+54.1% | $2,357-7.6% | $2,565-15.1% |
| Participant deferral / active EE | $3,637 | $2,894+25.7% | $3,849-5.5% | $3,952-8.0% |
| Admin fee / account holder | $2,166 | $4,997-56.7% | $6,182-65.0% | $6,261-65.4% |