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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 | $65,058 | $94,031-30.8% | $115,768-43.8% | $82,448-21.1% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.4%-14.4pp | 68.1%-8.1pp |
| Annual return | 15.11% | 20.61%-5.5pp | 100.46%-85.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,343 | $2,323-42.2% | $2,940-54.3% | $2,551-47.4% |
| Participant deferral / active EE | $4,771 | $3,972+20.1% | $4,917-3.0% | $4,139+15.3% |
| Admin fee / account holder | $1,857 | $10,249-81.9% | $12,439-85.1% | $7,234-74.3% |