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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 | $79,790 | $77,920+2.4% | $149,723-46.7% | $75,177+6.1% |
| Participation rate | 56.7% | 65.6%-8.9pp | 78.8%-22.1pp | 67.2%-10.5pp |
| Annual return | 20.77% | 31.72%-11.0pp | 134.50%-113.7pp | 160.75%-140.0pp |
| Employer contribution / active EE | $2,385 | $3,138-24.0% | $4,821-50.5% | $2,671-10.7% |
| Participant deferral / active EE | $4,509 | $3,411+32.2% | $5,682-20.7% | $4,126+9.3% |
| Admin fee / account holder | $1,042 | $5,951-82.5% | $13,215-92.1% | $5,651-81.6% |