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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 | $79,776 | $71,208+12.0% | $93,681-14.8% | $80,911-1.4% |
| Participation rate | 55.3% | 60.4%-5.1pp | 68.7%-13.5pp | 67.6%-12.4pp |
| Annual return | 14.94% | 11.27%+3.7pp | 133.47%-118.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,642 | $1,564+4.9% | $2,422-32.2% | $2,756-40.4% |
| Participant deferral / active EE | $3,467 | $4,035-14.1% | $4,415-21.5% | $4,297-19.3% |
| Admin fee / account holder | $837 | $6,951-88.0% | $8,290-89.9% | $6,935-87.9% |