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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 | $53,969 | $52,581+2.6% | $130,788-58.7% | $64,340-16.1% |
| Participation rate | 31.8% | 46.5%-14.8pp | 70.1%-38.3pp | 55.2%-23.5pp |
| Annual return | 16.42% | 20.39%-4.0pp | 386.44%-370.0pp | 24.14%-7.7pp |
| Employer contribution / active EE | $1,137 | $1,031+10.3% | $3,558-68.1% | $1,862-38.9% |
| Participant deferral / active EE | $1,825 | $2,200-17.1% | $4,137-55.9% | $2,980-38.8% |
| Admin fee / account holder | $6,307 | $4,583+37.6% | $6,673-5.5% | $3,703+70.3% |