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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 | $62,201 | $65,034-4.4% | $90,970-31.6% | $79,856-22.1% |
| Participation rate | 50.6% | 61.6%-11.0pp | 69.0%-18.4pp | 69.6%-19.1pp |
| Annual return | 20.28% | 30.45%-10.2pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,428 | $1,247+14.5% | $2,122-32.7% | $2,471-42.2% |
| Participant deferral / active EE | $3,527 | $2,512+40.4% | $3,373+4.6% | $3,741-5.7% |
| Admin fee / account holder | $5,163 | $4,536+13.8% | $5,961-13.4% | $5,306-2.7% |