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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 | $68,735 | $71,215-3.5% | $93,696-26.6% | $80,935-15.1% |
| Participation rate | 54.9% | 60.4%-5.5pp | 68.7%-13.8pp | 67.7%-12.8pp |
| Annual return | 19.30% | 11.27%+8.0pp | 133.74%-114.4pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,490 | $1,565-4.8% | $2,422-38.5% | $2,757-45.9% |
| Participant deferral / active EE | $4,310 | $4,037+6.8% | $4,417-2.4% | $4,299+0.3% |
| Admin fee / account holder | $1,430 | $6,958-79.4% | $8,287-82.7% | $6,924-79.3% |