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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 | $67,230 | $61,390+9.5% | $112,228-40.1% | $75,177-10.6% |
| Participation rate | 59.6% | 61.6%-2.0pp | 72.4%-12.8pp | 67.2%-7.6pp |
| Annual return | 19.00% | 28.47%-9.5pp | 30.23%-11.2pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,106 | $2,015-45.1% | $3,432-67.8% | $2,671-58.6% |
| Participant deferral / active EE | $3,268 | $3,108+5.2% | $4,800-31.9% | $4,126-20.8% |
| Admin fee / account holder | $5,480 | $4,862+12.7% | $7,752-29.3% | $5,651-3.0% |