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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 | $69,931 | $65,041+7.5% | $90,965-23.1% | $79,858-12.4% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.0%-11.3pp | 69.6%-11.9pp |
| Annual return | 17.95% | 30.45%-12.5pp | 134.57%-116.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,662 | $1,247+33.2% | $2,122-21.7% | $2,471-32.8% |
| Participant deferral / active EE | $3,125 | $2,512+24.4% | $3,373-7.4% | $3,740-16.5% |
| Admin fee / account holder | $7,119 | $4,536+56.9% | $5,960+19.4% | $5,306+34.2% |