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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 | $58,608 | $50,554+15.9% | $67,681-13.4% | $87,485-33.0% |
| Participation rate | 58.1% | 67.7%-9.7pp | 73.7%-15.7pp | 68.9%-10.9pp |
| Annual return | 14.63% | 17.81%-3.2pp | 590.58%-576.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,132 | $1,988-43.1% | $2,678-57.7% | $2,596-56.4% |
| Participant deferral / active EE | $3,186 | $2,961+7.6% | $3,976-19.9% | $4,274-25.5% |
| Admin fee / account holder | $3,010 | $4,132-27.2% | $6,100-50.6% | $7,775-61.3% |