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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 | $54,107 | $49,255+9.8% | $70,494-23.2% | $79,856-32.2% |
| Participation rate | 61.5% | 69.2%-7.6pp | 75.1%-13.5pp | 69.6%-8.1pp |
| Annual return | 14.26% | 30.10%-15.8pp | 109.16%-94.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,431 | $2,100+15.7% | $2,738-11.2% | $2,471-1.6% |
| Participant deferral / active EE | $4,543 | $2,768+64.1% | $3,711+22.4% | $3,741+21.5% |
| Admin fee / account holder | $8,535 | $2,879+196.4% | $3,848+121.8% | $5,306+60.8% |