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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 | $61,899 | $48,011+28.9% | $63,803-3.0% | $82,637-25.1% |
| Participation rate | 62.1% | 66.6%-4.5pp | 72.7%-10.6pp | 68.1%-6.0pp |
| Annual return | 15.14% | 19.84%-4.7pp | 543.72%-528.6pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,618 | $1,904-15.0% | $2,532-36.1% | $2,552-36.6% |
| Participant deferral / active EE | $6,582 | $2,846+131.2% | $3,843+71.3% | $4,126+59.5% |
| Admin fee / account holder | $389 | $3,873-89.9% | $5,196-92.5% | $7,339-94.7% |