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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 | $48,611 | $47,944+1.4% | $67,834-28.3% | $62,881-22.7% |
| Participation rate | 64.3% | 61.1%+3.2pp | 68.8%-4.5pp | 69.3%-5.0pp |
| Annual return | 7.59% | 11.77%-4.2pp | 138.47%-130.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,252 | $1,562-19.9% | $2,403-47.9% | $2,281-45.1% |
| Participant deferral / active EE | $2,709 | $2,247+20.6% | $3,160-14.3% | $3,203-15.4% |
| Admin fee / account holder | $8,995 | $3,712+142.3% | $4,622+94.6% | $4,296+109.4% |