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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 | $65,230 | $62,549+4.3% | $85,705-23.9% | $85,851-24.0% |
| Participation rate | 45.7% | 61.1%-15.5pp | 69.9%-24.2pp | 69.3%-23.6pp |
| Annual return | 11.97% | 23.77%-11.8pp | 21.49%-9.5pp | 318.63%-306.7pp |
| Employer contribution / active EE | $1,391 | $1,755-20.7% | $2,619-46.9% | $2,565-45.8% |
| Participant deferral / active EE | $2,552 | $2,802-8.9% | $3,924-35.0% | $3,952-35.4% |
| Admin fee / account holder | $5,093 | $4,644+9.7% | $6,877-25.9% | $6,261-18.7% |