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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 | $71,200 | $57,541+23.7% | $95,740-25.6% | $75,173-5.3% |
| Participation rate | 57.1% | 62.5%-5.4pp | 72.3%-15.1pp | 67.2%-10.1pp |
| Annual return | 14.10% | 34.93%-20.8pp | 28.41%-14.3pp | 160.72%-146.6pp |
| Employer contribution / active EE | $4,637 | $1,808+156.5% | $2,836+63.5% | $2,671+73.6% |
| Participant deferral / active EE | $2,420 | $3,074-21.3% | $4,244-43.0% | $4,126-41.3% |
| Admin fee / account holder | $5,432 | $4,099+32.5% | $5,676-4.3% | $5,651-3.9% |