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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 | $65,618 | $58,848+11.5% | $88,179-25.6% | $82,637-20.6% |
| Participation rate | 30.6% | 57.9%-27.3pp | 69.1%-38.6pp | 68.1%-37.5pp |
| Annual return | 17.85% | 22.76%-4.9pp | 64.97%-47.1pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,040 | $1,678-38.0% | $2,549-59.2% | $2,552-59.2% |
| Participant deferral / active EE | $4,073 | $3,124+30.4% | $4,614-11.7% | $4,126-1.3% |
| Admin fee / account holder | $6,462 | $4,795+34.7% | $7,673-15.8% | $7,339-12.0% |