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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 | $57,890 | $51,638+12.1% | $129,406-55.3% | $80,959-28.5% |
| Participation rate | 58.5% | 56.9%+1.6pp | 69.6%-11.1pp | 67.7%-9.1pp |
| Annual return | 18.56% | 20.78%-2.2pp | 9468.18%-9449.6pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,849 | $1,584+16.7% | $4,155-55.5% | $2,757-33.0% |
| Participant deferral / active EE | $4,527 | $2,670+69.6% | $4,167+8.6% | $4,300+5.3% |
| Admin fee / account holder | $1,116 | $4,313-74.1% | $7,689-85.5% | $6,925-83.9% |