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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 | $61,923 | $54,541+13.5% | $78,778-21.4% | $70,126-11.7% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 20.93% | 21.07%-0.1pp | 35.62%-14.7pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,271 | $1,089+16.8% | $1,986-36.0% | $2,343-45.7% |
| Participant deferral / active EE | $1,912 | $2,210-13.5% | $2,958-35.4% | $3,332-42.6% |
| Admin fee / account holder | $989 | $3,709-73.3% | $5,134-80.7% | $4,645-78.7% |