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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 | $60,503 | $78,690-23.1% | $161,489-62.5% | $87,485-30.8% |
| Participation rate | 69.7% | 67.5%+2.2pp | 78.7%-9.0pp | 68.9%+0.8pp |
| Annual return | 16.55% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,953 | $2,588-24.5% | $4,268-54.2% | $2,596-24.8% |
| Participant deferral / active EE | $3,833 | $3,311+15.8% | $5,630-31.9% | $4,274-10.3% |
| Admin fee / account holder | $4,588 | $6,724-31.8% | $16,006-71.3% | $7,775-41.0% |