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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 | $62,030 | $56,110+10.6% | $94,993-34.7% | $70,126-11.5% |
| Participation rate | 64.4% | 65.0%-0.6pp | 73.9%-9.4pp | 69.5%-5.1pp |
| Annual return | 17.41% | 51.02%-33.6pp | 27.14%-9.7pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,290 | $1,442-10.6% | $2,603-50.5% | $2,343-44.9% |
| Participant deferral / active EE | $2,745 | $2,391+14.8% | $3,317-17.3% | $3,332-17.6% |
| Admin fee / account holder | $1,452 | $3,456-58.0% | $4,960-70.7% | $4,645-68.7% |