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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 | $55,125 | $43,496+26.7% | $161,489-65.9% | $64,340-14.3% |
| Participation rate | 59.6% | 53.5%+6.1pp | 78.7%-19.1pp | 55.2%+4.4pp |
| Annual return | 26.59% | 20.76%+5.8pp | 89.72%-63.1pp | 24.14%+2.4pp |
| Employer contribution / active EE | $1,237 | $1,431-13.6% | $4,268-71.0% | $1,862-33.6% |
| Participant deferral / active EE | $3,577 | $1,996+79.2% | $5,630-36.5% | $2,980+20.0% |
| Admin fee / account holder | $639 | $2,330-72.6% | $16,006-96.0% | $3,703-82.7% |