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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 | $62,358 | $51,202+21.8% | $70,548-11.6% | $75,181-17.1% |
| Participation rate | 54.5% | 61.0%-6.4pp | 68.3%-13.8pp | 67.2%-12.7pp |
| Annual return | 16.42% | 30.05%-13.6pp | 32.78%-16.4pp | 160.69%-144.3pp |
| Employer contribution / active EE | $1,558 | $1,827-14.7% | $2,975-47.6% | $2,671-41.7% |
| Participant deferral / active EE | $3,458 | $2,850+21.3% | $4,567-24.3% | $4,126-16.2% |
| Admin fee / account holder | $5,757 | $4,094+40.6% | $6,424-10.4% | $5,650+1.9% |