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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 | $63,492 | $65,364-2.9% | $92,909-31.7% | $72,975-13.0% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 22.02% | 42.11%-20.1pp | 109.44%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,546 | $2,594-40.4% | $3,653-57.7% | $2,440-36.6% |
| Participant deferral / active EE | $3,662 | $3,128+17.1% | $4,238-13.6% | $3,608+1.5% |
| Admin fee / account holder | $2,493 | $4,251-41.3% | $5,795-57.0% | $5,124-51.3% |