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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 | $72,257 | $65,027+11.1% | $90,970-20.6% | $79,852-9.5% |
| Participation rate | 42.5% | 61.6%-19.1pp | 69.0%-26.5pp | 69.6%-27.1pp |
| Annual return | 16.57% | 30.45%-13.9pp | 134.58%-118.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,228 | $1,247-1.5% | $2,122-42.1% | $2,471-50.3% |
| Participant deferral / active EE | $1,799 | $2,512-28.4% | $3,373-46.7% | $3,740-51.9% |
| Admin fee / account holder | $611 | $4,535-86.5% | $5,960-89.8% | $5,306-88.5% |