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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 | $70,962 | $62,672+13.2% | $185,117-61.7% | $70,126+1.2% |
| Participation rate | 57.9% | 63.8%-5.9pp | 77.3%-19.4pp | 69.5%-11.6pp |
| Annual return | 15.09% | 40.79%-25.7pp | 40.50%-25.4pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,526 | $1,753-13.0% | $4,182-63.5% | $2,343-34.9% |
| Participant deferral / active EE | $3,967 | $3,272+21.3% | $5,045-21.4% | $3,332+19.1% |
| Admin fee / account holder | $1,083 | $3,932-72.5% | $8,159-86.7% | $4,645-76.7% |