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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 | $82,038 | $59,440+38.0% | $78,004+5.2% | $82,637-0.7% |
| Participation rate | 60.3% | 62.8%-2.6pp | 69.4%-9.2pp | 68.1%-7.8pp |
| Annual return | 14.94% | 40.24%-25.3pp | 31.07%-16.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $598 | $1,750-65.8% | $2,469-75.8% | $2,552-76.6% |
| Participant deferral / active EE | $4,227 | $3,138+34.7% | $4,092+3.3% | $4,126+2.4% |
| Admin fee / account holder | $11,514 | $5,504+109.2% | $7,578+51.9% | $7,339+56.9% |