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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 | $67,085 | $49,255+36.2% | $70,494-4.8% | $79,856-16.0% |
| Participation rate | 60.4% | 69.2%-8.7pp | 75.1%-14.6pp | 69.6%-9.2pp |
| Annual return | 8.67% | 30.10%-21.4pp | 109.16%-100.5pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,140 | $2,100-45.7% | $2,738-58.4% | $2,471-53.9% |
| Participant deferral / active EE | $1,708 | $2,768-38.3% | $3,711-54.0% | $3,741-54.4% |
| Admin fee / account holder | $3,256 | $2,879+13.1% | $3,848-15.4% | $5,306-38.6% |