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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 | $59,100 | $55,902+5.7% | $76,030-22.3% | $80,959-27.0% |
| Participation rate | 60.5% | 62.1%-1.5pp | 69.1%-8.5pp | 67.7%-7.1pp |
| Annual return | 12.56% | 20.59%-8.0pp | 361.54%-349.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,292 | $1,867+129.9% | $2,688+59.7% | $2,757+55.7% |
| Participant deferral / active EE | $3,803 | $3,051+24.7% | $4,257-10.7% | $4,300-11.6% |
| Admin fee / account holder | $6,522 | $5,239+24.5% | $6,421+1.6% | $6,925-5.8% |