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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 | $62,555 | $58,848+6.3% | $88,179-29.1% | $82,637-24.3% |
| Participation rate | 52.1% | 57.9%-5.8pp | 69.1%-17.1pp | 68.1%-16.0pp |
| Annual return | 16.26% | 22.76%-6.5pp | 64.97%-48.7pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,266 | $1,678+35.0% | $2,549-11.1% | $2,552-11.2% |
| Participant deferral / active EE | $4,027 | $3,124+28.9% | $4,614-12.7% | $4,126-2.4% |
| Admin fee / account holder | $2,463 | $4,795-48.6% | $7,673-67.9% | $7,339-66.4% |