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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 | $53,008 | $55,902-5.2% | $76,030-30.3% | $80,959-34.5% |
| Participation rate | 54.4% | 62.1%-7.6pp | 69.1%-14.6pp | 67.7%-13.2pp |
| Annual return | 19.48% | 20.59%-1.1pp | 361.54%-342.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,063 | $1,867+10.5% | $2,688-23.2% | $2,757-25.2% |
| Participant deferral / active EE | $3,995 | $3,051+31.0% | $4,257-6.1% | $4,300-7.1% |
| Admin fee / account holder | $1,686 | $5,239-67.8% | $6,421-73.7% | $6,925-75.7% |