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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 | $73,833 | $60,442+22.2% | $96,754-23.7% | $87,485-15.6% |
| Participation rate | 60.4% | 58.7%+1.7pp | 70.3%-9.9pp | 68.9%-8.5pp |
| Annual return | 17.24% | 21.97%-4.7pp | 82.04%-64.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,312 | $1,691-22.4% | $2,679-51.0% | $2,596-49.5% |
| Participant deferral / active EE | $2,059 | $3,280-37.2% | $4,758-56.7% | $4,274-51.8% |
| Admin fee / account holder | $1,450 | $5,069-71.4% | $8,905-83.7% | $7,775-81.3% |