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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 | $60,388 | $61,338-1.5% | $149,717-59.7% | $71,495-15.5% |
| Participation rate | 49.6% | 62.5%-12.9pp | 78.8%-29.2pp | 67.9%-18.4pp |
| Annual return | 20.14% | 35.86%-15.7pp | 134.41%-114.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,230 | $2,381-48.3% | $4,820-74.5% | $2,589-52.5% |
| Participant deferral / active EE | $3,593 | $2,919+23.1% | $5,682-36.8% | $4,291-16.3% |
| Admin fee / account holder | $1,995 | $1,263+58.0% | $13,213-84.9% | $1,588+25.6% |