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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 | $70,536 | $65,361+7.9% | $92,903-24.1% | $72,983-3.4% |
| Participation rate | 42.1% | 68.3%-26.2pp | 76.0%-33.9pp | 69.5%-27.4pp |
| Annual return | 20.61% | 42.11%-21.5pp | 109.43%-88.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,005 | $2,594-61.3% | $3,653-72.5% | $2,440-58.8% |
| Participant deferral / active EE | $2,611 | $3,128-16.5% | $4,238-38.4% | $3,608-27.6% |
| Admin fee / account holder | $7,107 | $4,251+67.2% | $5,795+22.6% | $5,124+38.7% |