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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 | $74,743 | $71,230+4.9% | $93,727-20.3% | $80,959-7.7% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.7%-26.8pp |
| Annual return | 13.44% | 11.26%+2.2pp | 133.83%-120.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,045 | $1,565-33.2% | $2,421-56.8% | $2,757-62.1% |
| Participant deferral / active EE | $1,997 | $4,037-50.5% | $4,417-54.8% | $4,300-53.6% |
| Admin fee / account holder | $831 | $6,961-88.1% | $8,292-90.0% | $6,925-88.0% |