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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 | $67,816 | $65,367+3.7% | $92,915-27.0% | $72,976-7.1% |
| Participation rate | 58.9% | 68.3%-9.4pp | 76.0%-17.1pp | 69.5%-10.6pp |
| Annual return | 21.10% | 42.11%-21.0pp | 109.45%-88.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,290 | $2,594-50.3% | $3,653-64.7% | $2,440-47.1% |
| Participant deferral / active EE | $3,562 | $3,128+13.9% | $4,238-16.0% | $3,608-1.3% |
| Admin fee / account holder | $374 | $4,251-91.2% | $5,796-93.6% | $5,124-92.7% |