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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 | $56,116 | $50,554+11.0% | $67,681-17.1% | $87,485-35.9% |
| Participation rate | 66.7% | 67.7%-1.1pp | 73.7%-7.1pp | 68.9%-2.3pp |
| Annual return | 19.74% | 17.81%+1.9pp | 590.58%-570.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,925 | $1,988-3.2% | $2,678-28.1% | $2,596-25.8% |
| Participant deferral / active EE | $1,690 | $2,961-42.9% | $3,976-57.5% | $4,274-60.5% |
| Admin fee / account holder | $1,320 | $4,132-68.1% | $6,100-78.4% | $7,775-83.0% |