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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 | $78,723 | $52,279+50.6% | $89,400-11.9% | $79,858-1.4% |
| Participation rate | 55.3% | 57.5%-2.2pp | 68.0%-12.7pp | 69.6%-14.3pp |
| Annual return | 14.11% | 22.16%-8.0pp | 245.64%-231.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,631 | $1,572+3.8% | $2,586-36.9% | $2,471-34.0% |
| Participant deferral / active EE | $2,971 | $2,740+8.4% | $3,890-23.6% | $3,740-20.6% |
| Admin fee / account holder | $1,400 | $3,356-58.3% | $4,882-71.3% | $5,306-73.6% |