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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 | $67,929 | $59,335+14.5% | $129,031-47.4% | $69,733-2.6% |
| Participation rate | 51.4% | 43.3%+8.1pp | 73.4%-22.0pp | 62.5%-11.0pp |
| Annual return | 31.06% | 19.52%+11.5pp | 34.67%-3.6pp | 15.22%+15.8pp |
| Employer contribution / active EE | $1,220 | $1,639-25.5% | $3,226-62.2% | $2,250-45.8% |
| Participant deferral / active EE | $1,716 | $2,485-31.0% | $5,217-67.1% | $3,054-43.8% |
| Admin fee / account holder | $650 | $3,940-83.5% | $13,208-95.1% | $3,102-79.0% |