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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 | $62,574 | $65,027-3.8% | $90,970-31.2% | $79,852-21.6% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.0%-13.1pp | 69.6%-13.8pp |
| Annual return | 27.63% | 30.45%-2.8pp | 134.58%-107.0pp | 31.72%-4.1pp |
| Employer contribution / active EE | $1,818 | $1,247+45.7% | $2,122-14.4% | $2,471-26.4% |
| Participant deferral / active EE | $5,441 | $2,512+116.6% | $3,373+61.3% | $3,740+45.5% |
| Admin fee / account holder | $1,849 | $4,535-59.2% | $5,960-69.0% | $5,306-65.1% |