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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 | $67,861 | $59,440+14.2% | $78,004-13.0% | $82,637-17.9% |
| Participation rate | 60.0% | 62.8%-2.8pp | 69.4%-9.4pp | 68.1%-8.1pp |
| Annual return | 18.95% | 40.24%-21.3pp | 31.07%-12.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,806 | $1,750+60.3% | $2,469+13.7% | $2,552+10.0% |
| Participant deferral / active EE | $3,272 | $3,138+4.3% | $4,092-20.0% | $4,126-20.7% |
| Admin fee / account holder | $632 | $5,504-88.5% | $7,578-91.7% | $7,339-91.4% |