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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 | $61,657 | $48,053+28.3% | $84,623-27.1% | $72,983-15.5% |
| Participation rate | 64.0% | 57.6%+6.4pp | 68.2%-4.2pp | 69.5%-5.5pp |
| Annual return | 22.36% | 37.39%-15.0pp | 258.77%-236.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,417 | $1,602-11.5% | $2,652-46.6% | $2,440-41.9% |
| Participant deferral / active EE | $3,816 | $2,681+42.3% | $3,899-2.1% | $3,608+5.8% |
| Admin fee / account holder | $5,051 | $3,395+48.7% | $4,913+2.8% | $5,124-1.4% |