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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 | $59,827 | $65,034-8.0% | $90,970-34.2% | $79,856-25.1% |
| Participation rate | 39.4% | 61.6%-22.2pp | 69.0%-29.6pp | 69.6%-30.2pp |
| Annual return | 16.43% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,371 | $1,247+9.9% | $2,122-35.4% | $2,471-44.5% |
| Participant deferral / active EE | $4,072 | $2,512+62.1% | $3,373+20.7% | $3,741+8.9% |
| Admin fee / account holder | $2,560 | $4,536-43.6% | $5,961-57.1% | $5,306-51.8% |