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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 | $80,554 | $52,279+54.1% | $89,414-9.9% | $79,852+0.9% |
| Participation rate | 65.5% | 57.5%+8.0pp | 68.0%-2.5pp | 69.6%-4.1pp |
| Annual return | 15.85% | 22.16%-6.3pp | 245.50%-229.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,033 | $1,572-34.3% | $2,586-60.1% | $2,471-58.2% |
| Participant deferral / active EE | $2,075 | $2,740-24.3% | $3,890-46.7% | $3,740-44.5% |
| Admin fee / account holder | $694 | $3,356-79.3% | $4,883-85.8% | $5,306-86.9% |