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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 | $57,590+11.1% | $86,233-25.8% | $82,448-22.4% |
| Participation rate | 52.6% | 57.9%-5.3pp | 69.0%-16.4pp | 68.1%-15.5pp |
| Annual return | 14.89% | 22.41%-7.5pp | 61.39%-46.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,739 | $1,655+5.1% | $2,504-30.5% | $2,551-31.8% |
| Participant deferral / active EE | $3,028 | $3,080-1.7% | $4,559-33.6% | $4,139-26.8% |
| Admin fee / account holder | $8,463 | $4,730+78.9% | $8,342+1.5% | $7,234+17.0% |