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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 | $63,970 | $60,442+5.8% | $96,754-33.9% | $87,485-26.9% |
| Participation rate | 52.6% | 58.7%-6.1pp | 70.3%-17.7pp | 68.9%-16.4pp |
| Annual return | 14.89% | 21.97%-7.1pp | 82.04%-67.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,739 | $1,691+2.9% | $2,679-35.1% | $2,596-33.0% |
| Participant deferral / active EE | $3,028 | $3,280-7.7% | $4,758-36.4% | $4,274-29.1% |
| Admin fee / account holder | $8,463 | $5,069+67.0% | $8,905-5.0% | $7,775+8.9% |