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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 | $66,386 | $65,395+1.5% | $182,540-63.6% | $72,975-9.0% |
| Participation rate | 46.9% | 65.4%-18.6pp | 78.0%-31.1pp | 69.5%-22.6pp |
| Annual return | 19.94% | 27.68%-7.7pp | 148.58%-128.6pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,674 | $1,911-12.4% | $4,076-58.9% | $2,440-31.4% |
| Participant deferral / active EE | $1,663 | $3,563-53.3% | $5,525-69.9% | $3,608-53.9% |
| Admin fee / account holder | $4,499 | $4,245+6.0% | $8,593-47.6% | $5,124-12.2% |