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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 | $84,062 | $72,273+16.3% | $101,275-17.0% | $79,856+5.3% |
| Participation rate | 59.0% | 68.5%-9.4pp | 75.8%-16.8pp | 69.6%-10.6pp |
| Annual return | 14.34% | 22.30%-8.0pp | 46.48%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,590 | $2,691-40.9% | $3,660-56.6% | $2,471-35.7% |
| Participant deferral / active EE | $3,324 | $3,282+1.3% | $4,371-24.0% | $3,741-11.1% |
| Admin fee / account holder | $726 | $4,401-83.5% | $5,948-87.8% | $5,306-86.3% |