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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 | $76,040 | $54,541+39.4% | $78,778-3.5% | $70,126+8.4% |
| Participation rate | 56.5% | 60.8%-4.3pp | 69.2%-12.7pp | 69.5%-13.0pp |
| Annual return | 15.17% | 21.07%-5.9pp | 35.62%-20.4pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,578 | $1,089+45.0% | $1,986-20.5% | $2,343-32.6% |
| Participant deferral / active EE | $3,862 | $2,210+74.7% | $2,958+30.5% | $3,332+15.9% |
| Admin fee / account holder | $15,469 | $3,709+317.1% | $5,134+201.3% | $4,645+233.0% |