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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 | $66,101 | $54,541+21.2% | $78,778-16.1% | $70,126-5.7% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 20.69% | 21.07%-0.4pp | 35.62%-14.9pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,952 | $1,089+79.3% | $1,986-1.7% | $2,343-16.7% |
| Participant deferral / active EE | $4,431 | $2,210+100.5% | $2,958+49.8% | $3,332+33.0% |
| Admin fee / account holder | $513 | $3,709-86.2% | $5,134-90.0% | $4,645-89.0% |