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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 | $76,238 | $67,411+13.1% | $91,004-16.2% | $70,126+8.7% |
| Participation rate | 65.2% | 71.4%-6.2pp | 75.6%-10.5pp | 69.5%-4.4pp |
| Annual return | 13.26% | -40.16%+53.4pp | 4.60%+8.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,523 | $1,786-14.7% | $2,456-38.0% | $2,343-35.0% |
| Participant deferral / active EE | $2,666 | $2,823-5.5% | $3,548-24.8% | $3,332-20.0% |
| Admin fee / account holder | $868 | $4,236-79.5% | $5,417-84.0% | $4,645-81.3% |