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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 | $73,658 | $54,541+35.0% | $78,778-6.5% | $70,131+5.0% |
| Participation rate | 46.6% | 60.8%-14.2pp | 69.2%-22.6pp | 69.5%-23.0pp |
| Annual return | 20.23% | 21.07%-0.8pp | 35.62%-15.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,022 | $1,089-6.1% | $1,986-48.6% | $2,342-56.4% |
| Participant deferral / active EE | $2,660 | $2,210+20.4% | $2,958-10.1% | $3,332-20.2% |
| Admin fee / account holder | $6,886 | $3,709+85.7% | $5,134+34.1% | $4,645+48.2% |