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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 | $80,143 | $76,367+4.9% | $93,614-14.4% | $72,983+9.8% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 19.48% | 25.82%-6.3pp | 32.76%-13.3pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,442 | $2,275-36.6% | $2,718-46.9% | $2,440-40.9% |
| Participant deferral / active EE | $2,945 | $3,538-16.8% | $4,069-27.6% | $3,608-18.4% |
| Admin fee / account holder | $19,894 | $6,838+190.9% | $7,889+152.2% | $5,124+288.2% |