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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 | $62,530 | $91,559-31.7% | $133,978-53.3% | $79,856-21.7% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.1pp |
| Annual return | 17.48% | 61.85%-44.4pp | 45.10%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,332 | $2,384-44.1% | $3,919-66.0% | $2,471-46.1% |
| Participant deferral / active EE | $3,984 | $3,734+6.7% | $5,047-21.1% | $3,741+6.5% |
| Admin fee / account holder | $11,161 | $6,321+76.6% | $8,930+25.0% | $5,306+110.3% |