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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 | $56,721 | $51,202+10.8% | $70,548-19.6% | $75,181-24.6% |
| Participation rate | 57.7% | 61.0%-3.3pp | 68.3%-10.7pp | 67.2%-9.5pp |
| Annual return | 16.16% | 30.05%-13.9pp | 32.78%-16.6pp | 160.69%-144.5pp |
| Employer contribution / active EE | $1,943 | $1,827+6.4% | $2,975-34.7% | $2,671-27.3% |
| Participant deferral / active EE | $6,219 | $2,850+118.3% | $4,567+36.2% | $4,126+50.7% |
| Admin fee / account holder | $730 | $4,094-82.2% | $6,424-88.6% | $5,650-87.1% |