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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 | $70,015 | $63,703+9.9% | $93,063-24.8% | $82,448-15.1% |
| Participation rate | 57.6% | 63.8%-6.3pp | 72.1%-14.5pp | 68.1%-10.5pp |
| Annual return | 15.09% | -775.43%+790.5pp | 34.15%-19.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,785 | $1,729+3.3% | $2,476-27.9% | $2,551-30.0% |
| Participant deferral / active EE | $3,039 | $2,919+4.1% | $3,958-23.2% | $4,139-26.6% |
| Admin fee / account holder | $5,012 | $5,982-16.2% | $6,033-16.9% | $7,234-30.7% |