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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 | $72,083 | $71,215+1.2% | $93,696-23.1% | $80,935-10.9% |
| Participation rate | 51.0% | 60.4%-9.4pp | 68.7%-17.7pp | 67.7%-16.7pp |
| Annual return | 15.50% | 11.27%+4.2pp | 133.74%-118.2pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,879 | $1,565+20.0% | $2,422-22.4% | $2,757-31.8% |
| Participant deferral / active EE | $4,301 | $4,037+6.5% | $4,417-2.6% | $4,2990% |
| Admin fee / account holder | $6,626 | $6,958-4.8% | $8,287-20.0% | $6,924-4.3% |