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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 | $56,739 | $52,279+8.5% | $89,400-36.5% | $79,858-28.9% |
| Participation rate | 60.6% | 57.5%+3.1pp | 68.0%-7.4pp | 69.6%-9.0pp |
| Annual return | 16.45% | 22.16%-5.7pp | 245.64%-229.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,392 | $1,572-11.4% | $2,586-46.2% | $2,471-43.6% |
| Participant deferral / active EE | $3,652 | $2,740+33.3% | $3,890-6.1% | $3,740-2.4% |
| Admin fee / account holder | $7,106 | $3,356+111.7% | $4,882+45.6% | $5,306+33.9% |