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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 | $66,983 | $54,541+22.8% | $78,778-15.0% | $70,124-4.5% |
| Participation rate | 57.4% | 60.8%-3.4pp | 69.2%-11.8pp | 69.5%-12.2pp |
| Annual return | 13.80% | 21.07%-7.3pp | 35.62%-21.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,239 | $1,089+13.9% | $1,986-37.6% | $2,342-47.1% |
| Participant deferral / active EE | $2,534 | $2,210+14.7% | $2,958-14.3% | $3,332-23.9% |
| Admin fee / account holder | $9,884 | $3,709+166.5% | $5,134+92.5% | $4,645+112.8% |