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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 | $55,536 | $56,110-1.0% | $94,993-41.5% | $70,126-20.8% |
| Participation rate | 63.3% | 65.0%-1.7pp | 73.9%-10.6pp | 69.5%-6.2pp |
| Annual return | 13.67% | 51.02%-37.4pp | 27.14%-13.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,140 | $1,442-21.0% | $2,603-56.2% | $2,343-51.3% |
| Participant deferral / active EE | $2,161 | $2,391-9.6% | $3,317-34.8% | $3,332-35.1% |
| Admin fee / account holder | $932 | $3,456-73.0% | $4,960-81.2% | $4,645-79.9% |