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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 | $60,392 | $54,541+10.7% | $78,778-23.3% | $70,124-13.9% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 17.00% | 21.07%-4.1pp | 35.62%-18.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,458 | $1,089+125.9% | $1,986+23.8% | $2,342+5.0% |
| Participant deferral / active EE | $4,460 | $2,210+101.8% | $2,958+50.8% | $3,332+33.9% |
| Admin fee / account holder | $506 | $3,709-86.3% | $5,134-90.1% | $4,645-89.1% |