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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 | $77,708 | $69,977+11.0% | $108,582-28.4% | $62,881+23.6% |
| Participation rate | 68.9% | 72.9%-4.0pp | 79.6%-10.7pp | 69.3%-0.5pp |
| Annual return | 7.48% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,068 | $2,135-50.0% | $3,758-71.6% | $2,281-53.2% |
| Participant deferral / active EE | $3,661 | $3,165+15.7% | $4,311-15.1% | $3,203+14.3% |
| Admin fee / account holder | $2,508 | $5,076-50.6% | $7,645-67.2% | $4,296-41.6% |