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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 | $76,063 | $77,901-2.4% | $149,717-49.2% | $75,181+1.2% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 21.07% | 31.73%-10.7pp | 134.41%-113.3pp | 160.69%-139.6pp |
| Employer contribution / active EE | $1,362 | $3,137-56.6% | $4,820-71.7% | $2,671-49.0% |
| Participant deferral / active EE | $1,664 | $3,411-51.2% | $5,682-70.7% | $4,126-59.7% |
| Admin fee / account holder | $7,615 | $5,949+28.0% | $13,213-42.4% | $5,650+34.8% |