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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 | $62,588 | $65,027-3.8% | $90,970-31.2% | $79,852-21.6% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.0%-1.0pp | 69.6%-1.6pp |
| Annual return | 13.73% | 30.45%-16.7pp | 134.58%-120.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,561 | $1,247+25.2% | $2,122-26.4% | $2,471-36.8% |
| Participant deferral / active EE | $3,654 | $2,512+45.5% | $3,373+8.3% | $3,740-2.3% |
| Admin fee / account holder | $3,906 | $4,535-13.9% | $5,960-34.5% | $5,306-26.4% |