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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 | $59,238 | $71,197-16.8% | $93,669-36.8% | $80,925-26.8% |
| Participation rate | 61.9% | 60.4%+1.5pp | 68.7%-6.8pp | 67.7%-5.8pp |
| Annual return | 11.28% | 11.27%0pp | 133.59%-122.3pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,689 | $1,565+8.0% | $2,424-30.3% | $2,756-38.7% |
| Participant deferral / active EE | $2,725 | $4,036-32.5% | $4,416-38.3% | $4,299-36.6% |
| Admin fee / account holder | $4,862 | $6,959-30.1% | $8,291-41.4% | $6,940-29.9% |