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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 | $77,660 | $76,407+1.6% | $150,298-48.3% | $82,448-5.8% |
| Participation rate | 61.2% | 66.4%-5.2pp | 77.8%-16.5pp | 68.1%-6.8pp |
| Annual return | 18.42% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,320 | $2,614-11.2% | $4,154-44.1% | $2,551-9.1% |
| Participant deferral / active EE | $6,025 | $3,214+87.4% | $5,453+10.5% | $4,139+45.6% |
| Admin fee / account holder | $1,236 | $6,352-80.5% | $14,116-91.2% | $7,234-82.9% |