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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 | $71,801 | $25,014+187.0% | $69,623+3.1% | $80,935-11.3% |
| Participation rate | 41.9% | 64.2%-22.3pp | 66.4%-24.5pp | 67.7%-25.7pp |
| Annual return | 21.95% | 19.08%+2.9pp | 101.23%-79.3pp | 35.66%-13.7pp |
| Employer contribution / active EE | $995 | $991+0.4% | $1,709-41.8% | $2,757-63.9% |
| Participant deferral / active EE | $2,062 | $1,840+12.1% | $2,890-28.7% | $4,299-52.1% |
| Admin fee / account holder | $5,968 | $2,491+139.6% | $4,696+27.1% | $6,924-13.8% |