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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 | $78,933 | $54,541+44.7% | $78,778+0.2% | $70,126+12.6% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.2%-13.4pp | 69.5%-13.7pp |
| Annual return | 15.29% | 21.07%-5.8pp | 35.62%-20.3pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,116 | $1,089+2.5% | $1,986-43.8% | $2,343-52.4% |
| Participant deferral / active EE | $2,596 | $2,210+17.5% | $2,958-12.2% | $3,332-22.1% |
| Admin fee / account holder | $30,897 | $3,709+733.1% | $5,134+501.8% | $4,645+565.1% |