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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 | $62,447 | $91,559-31.8% | $133,959-53.4% | $79,858-21.8% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.5pp | 69.6%-4.3pp |
| Annual return | 18.02% | 61.85%-43.8pp | 45.09%-27.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,729 | $2,384-27.5% | $3,919-55.9% | $2,471-30.0% |
| Participant deferral / active EE | $4,865 | $3,734+30.3% | $5,047-3.6% | $3,740+30.1% |
| Admin fee / account holder | $2,167 | $6,321-65.7% | $8,928-75.7% | $5,306-59.2% |