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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 | $77,119 | $65,364+18.0% | $92,909-17.0% | $72,975+5.7% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 17.91% | 42.11%-24.2pp | 109.44%-91.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $937 | $2,594-63.9% | $3,653-74.4% | $2,440-61.6% |
| Participant deferral / active EE | $2,767 | $3,128-11.6% | $4,238-34.7% | $3,608-23.3% |
| Admin fee / account holder | $669 | $4,251-84.3% | $5,795-88.5% | $5,124-86.9% |