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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 | $63,354+10.5% | $94,105-25.6% | $82,637-15.3% |
| Participation rate | 57.6% | 63.8%-6.3pp | 71.9%-14.4pp | 68.1%-10.5pp |
| Annual return | 15.09% | 34.36%-19.3pp | 204.55%-189.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,785 | $1,760+1.4% | $2,504-28.7% | $2,552-30.1% |
| Participant deferral / active EE | $3,039 | $2,873+5.8% | $3,881-21.7% | $4,126-26.3% |
| Admin fee / account holder | $5,012 | $5,073-1.2% | $6,199-19.2% | $7,339-31.7% |