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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 | $51,574 | $55,889-7.7% | $76,119-32.2% | $80,935-36.3% |
| Participation rate | 63.3% | 62.1%+1.3pp | 69.1%-5.7pp | 67.7%-4.3pp |
| Annual return | 11.65% | 20.58%-8.9pp | 361.25%-349.6pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,908 | $1,866+2.3% | $2,693-29.1% | $2,757-30.8% |
| Participant deferral / active EE | $3,990 | $3,051+30.8% | $4,259-6.3% | $4,299-7.2% |
| Admin fee / account holder | $1,683 | $5,241-67.9% | $6,421-73.8% | $6,924-75.7% |