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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 | $70,026 | $65,034+7.7% | $90,970-23.0% | $79,856-12.3% |
| Participation rate | 59.6% | 61.6%-2.0pp | 69.0%-9.4pp | 69.6%-10.1pp |
| Annual return | 14.90% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $949 | $1,247-23.9% | $2,122-55.3% | $2,471-61.6% |
| Participant deferral / active EE | $2,262 | $2,512-10.0% | $3,373-32.9% | $3,741-39.5% |
| Admin fee / account holder | $611 | $4,536-86.5% | $5,961-89.7% | $5,306-88.5% |