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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 | $61,648 | $77,814-20.8% | $158,223-61.0% | $86,983-29.1% |
| Participation rate | 69.0% | 68.4%+0.5pp | 79.2%-10.2pp | 69.5%-0.6pp |
| Annual return | 17.52% | 30.54%-13.0pp | 52.09%-34.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,123 | $2,592-56.7% | $4,109-72.7% | $2,584-56.5% |
| Participant deferral / active EE | $3,458 | $3,270+5.8% | $5,467-36.7% | $4,194-17.5% |
| Admin fee / account holder | $14,886 | $5,879+153.2% | $16,047-7.2% | $7,856+89.5% |