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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 | $58,089 | $48,337+20.2% | $67,560-14.0% | $80,959-28.2% |
| Participation rate | 57.3% | 66.4%-9.1pp | 72.9%-15.6pp | 67.7%-10.4pp |
| Annual return | 15.75% | 18.26%-2.5pp | 3533.50%-3517.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $560 | $2,023-72.3% | $2,737-79.5% | $2,757-79.7% |
| Participant deferral / active EE | $3,992 | $2,928+36.3% | $4,004-0.3% | $4,300-7.2% |
| Admin fee / account holder | $3,360 | $3,695-9.1% | $3,994-15.9% | $6,925-51.5% |