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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 | $56,082 | $52,467+6.9% | $57,196-1.9% | $55,167+1.7% |
| Participation rate | 67.3% | 75.8%-8.5pp | 75.3%-8.0pp | 69.0%-1.7pp |
| Annual return | 8.47% | 7.72%+0.8pp | 14.59%-6.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,927 | $2,477-22.2% | $2,683-28.2% | $1,963-1.8% |
| Participant deferral / active EE | $2,671 | $2,830-5.6% | $3,096-13.7% | $3,054-12.5% |
| Admin fee / account holder | $992 | $269+268.6% | $3,141-68.4% | $504+96.8% |