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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 | $77,290 | $71,208+8.5% | $93,681-17.5% | $80,911-4.5% |
| Participation rate | 56.9% | 60.4%-3.5pp | 68.7%-11.8pp | 67.6%-10.7pp |
| Annual return | 14.06% | 11.27%+2.8pp | 133.47%-119.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,006 | $1,564-35.7% | $2,422-58.4% | $2,756-63.5% |
| Participant deferral / active EE | $3,157 | $4,035-21.8% | $4,415-28.5% | $4,297-26.5% |
| Admin fee / account holder | $1,574 | $6,951-77.4% | $8,290-81.0% | $6,935-77.3% |