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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 | $81,801 | $71,197+14.9% | $93,669-12.7% | $80,925+1.1% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.6pp | 67.7%-11.6pp |
| Annual return | 19.53% | 11.27%+8.3pp | 133.59%-114.1pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,859 | $1,565+18.8% | $2,424-23.3% | $2,756-32.6% |
| Participant deferral / active EE | $3,745 | $4,036-7.2% | $4,416-15.2% | $4,299-12.9% |
| Admin fee / account holder | $889 | $6,959-87.2% | $8,291-89.3% | $6,940-87.2% |