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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 | $73,976 | $65,027+13.8% | $90,970-18.7% | $79,852-7.4% |
| Participation rate | 46.7% | 61.6%-14.9pp | 69.0%-22.3pp | 69.6%-22.9pp |
| Annual return | 14.81% | 30.45%-15.6pp | 134.58%-119.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,487 | $1,247+19.2% | $2,122-29.9% | $2,471-39.8% |
| Participant deferral / active EE | $2,570 | $2,512+2.3% | $3,373-23.8% | $3,740-31.3% |
| Admin fee / account holder | $2,717 | $4,535-40.1% | $5,960-54.4% | $5,306-48.8% |