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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 | $72,784 | $65,027+11.9% | $90,970-20.0% | $79,852-8.9% |
| Participation rate | 58.7% | 61.6%-2.9pp | 69.0%-10.3pp | 69.6%-10.9pp |
| Annual return | 16.13% | 30.45%-14.3pp | 134.58%-118.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,127 | $1,247-9.6% | $2,122-46.9% | $2,471-54.4% |
| Participant deferral / active EE | $2,076 | $2,512-17.4% | $3,373-38.5% | $3,740-44.5% |
| Admin fee / account holder | $762 | $4,535-83.2% | $5,960-87.2% | $5,306-85.6% |