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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 | $73,050 | $59,440+22.9% | $78,004-6.4% | $82,637-11.6% |
| Participation rate | 56.0% | 62.8%-6.8pp | 69.4%-13.4pp | 68.1%-12.1pp |
| Annual return | 18.79% | 40.24%-21.5pp | 31.07%-12.3pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,474 | $1,750+41.3% | $2,469+0.2% | $2,552-3.1% |
| Participant deferral / active EE | $5,270 | $3,138+67.9% | $4,092+28.8% | $4,126+27.7% |
| Admin fee / account holder | $4,300 | $5,504-21.9% | $7,578-43.3% | $7,339-41.4% |