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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 | $70,676 | $70,430+0.3% | $96,572-26.8% | $85,851-17.7% |
| Participation rate | 35.7% | 61.8%-26.1pp | 69.8%-34.1pp | 69.3%-33.6pp |
| Annual return | 15.97% | 18.58%-2.6pp | 37.79%-21.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $1,651 | $1,413+16.8% | $2,357-30.0% | $2,565-35.6% |
| Participant deferral / active EE | $6,819 | $2,894+135.6% | $3,850+77.1% | $3,952+72.5% |
| Admin fee / account holder | $541 | $4,996-89.2% | $6,183-91.3% | $6,261-91.4% |