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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 | $59,873 | $50,554+18.4% | $67,681-11.5% | $87,485-31.6% |
| Participation rate | 67.3% | 67.7%-0.4pp | 73.7%-6.4pp | 68.9%-1.6pp |
| Annual return | 14.80% | 17.81%-3.0pp | 590.58%-575.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,499 | $1,988-24.6% | $2,678-44.0% | $2,596-42.3% |
| Participant deferral / active EE | $4,017 | $2,961+35.7% | $3,976+1.1% | $4,274-6.0% |
| Admin fee / account holder | $535 | $4,132-87.1% | $6,100-91.2% | $7,775-93.1% |